Tom Warren

I don't think they're going to change the strategy all that much because the strategy kind of makes sense in a way.

Like you want to get to mobile, you want to get to cloud, and that's how you're going to get more users, right, ultimately into your system without not selling enough consoles, essentially.

So I don't think the strategy is terrible, but I think the execution has been over the past couple of years.

I think that's been the problem predominantly is the execution of the strategy.

The messaging publicly has been pretty bad.

So I think it's more a regime change that's needed to bring some sort of element of people who understand user acquisition, right?

Yeah.

And I think that's kind of where Azure's coming in.

So going back to where it all started, this mess with Xbox, essentially, is Xbox One, where they failed that sort of era.

And what happened at that time is the PlayStation— This is like 2013.

This is 2013, yeah.

Yeah, and that led up to kind of 2017 and the launch of xCloud and all that sort of stuff.

But going back to that sort of era, they lost that generation, right?

And it was a huge cost to them because that was the generation that people started their digital libraries, right?

People on PlayStation have built up those libraries.

They're not willing to move away from those libraries now.

So they knew they'd lost that real key generation.

So the response was, let's do Game Pass, because that will allow people to bring their games to different devices, you know, this whole cloud vision, mobile, etc.,

So I think that was the only kind of response they could, and it was designed to be consumer-friendly, right?

Like you got day one games that they published immediately.