Tom Warren
๐ค SpeakerAppearances Over Time
Podcast Appearances
If they mess this up, then they don't have that inroads to consumer, which also punishes them in AI as well.
So I think there's a realization of that.
So I just can't see that they would completely exit out of the base of what's known as Xbox.
And I think if they were going to do that, Asher's not the person for that.
I think the person to do that would be Matt Booty.
You'd promote him and then just focus on shipping games.
So I think you do that if you're in the demo and that's what you truly wanted.
You just wanted to do content and just be a third party publisher, which is, you know, what everyone kind of thinks Xbox is going to do.
Yeah, Candy Crush and Minecraft are like, yeah.
Right, yeah.
That seems to be what Ash is trying to signal in her memo.
That whole return to Xbox is very vague, but it's very interesting at the same time as well.
I mean, if they want to keep this Game Pass revenue going, they can't ignore that base, right?
And it's a nice bit of revenue.
No, I thought February is a good time.