Tom Warren

windows gaming and pc gaming right i don't think they've had the right expertise in there um they've done console like their console platform's great but yeah there is a big opportunity on pc and i think that's kind of what they're seeing right now so they're they're now it's like the reality scene of mobile and cloud isn't ready for them to to get that growth so now they're like okay

PC.

So the next gen Xbox is a PC.

It's going to be a PC, right?

It virtually is now.

He's running a custom version of Windows, very stripped down, like, you know, there's no start menu inside.

But the next one, their bet is that they can...

essentially convince PC OEMs to build Xboxes, right?

Which then boot up into their own interface, which then they can say, subscribe to Game Pass.

Buy our games in the store.

But is the reality that those people are just going to buy them and just use Steam?

Yeah.

That's their problem.

And this is like the very big question of the next-gen Xbox market.

whatever Asher does with that work that's going on at the moment and what this next strategy is going to be.

Because that is, yeah, that's kind of a big question.

I still think that they will pursue Xbox everywhere, right?

But not in the sort of way, not in the sort of over-promising, under-delivering scenario, I hope, because that was just a mess.

And I do think she's kind of signaled in her memo of a return to Xbox.

We don't really know exactly what that means because, let's be honest, what does Xbox mean at the moment?