Tom Warren

It was only mobile.

Like, that was their play.

Most people that play on Xbox Cloud Gaming are playing on an Xbox One or an Xbox Series S or X. An Xbox One is because they can't play the games because they're exclusive to Series S and X now.

So I think their problem is they're stuck with that

amount of loyal customers you know it's not not a problem because it's good to have loyal customers right but they want that growth they've acquired all these companies they were expecting to be better at mobile better at cloud but apple google have not allowed them to do that we all know why they don't they won't open up their stores because if they did microsoft and sony would completely dominate right and they wouldn't have a store for one of the most lucrative

revenue streams on the App Store.

So I think that's the key thing, is that they can't get to mobile easily.

And they've been playing around, trying to work around it, and they've done cloud gaming and all that sort of stuff.

But ultimately, they do need an app in the App Store, like everyone else, that allows you just to easily buy a game and stream it.

That's their goal.

That's what they want.

They're nearly there on Android.

It's going to be a really messy fight for them to give that up.

So, um,

But for some reason, Microsoft keeps thinking that they're going to do some regulatory change.

Well, look, I mean, I get it.

They've seen some regulatory pressure recently, but it's not enough to what they want to do.

God, this could be another podcast episode.

They have a history of Windows failures, which is why Steam is the most popular now.

But I think they've never really got...