Tom Warren

And then fast forward from that point, from launching xCloud and having all those issues to a couple of years ago, they're still trying to get that resolved, right?

They're still trying to push for this app.

They're still trying to get a store in there now, essentially is the idea.

They're going to have an exports mobile store.

So we've moved on from...

you know, having an Xbox cloud gaming app, it's more ambitious.

Now we want to do a store.

We want to sell content in there directly to people.

Um, and there was the promise that that was going to arrive from both Phil and Sarah, to be fair.

Um, but then Sarah then promised they was going to launch in a month in an interview.

And that was two years ago.

So, and it hasn't happened a lot of that, um, idea of going for, for, for mobile recently and, and trying to do this cloud store thing.

Um,

has just been over-promising and under-delivering and relying on regulatory change that just hasn't come, right?

Or it's come and whoever's, you know, whether it be Google or Apple, they've appealed, right?

We just pushed it down so many months.

So, yeah, so they've had all these hurdles with this strategy.

But I think...

Ultimately, Game Pass has a problem where it fundamentally will eat into those margins of studios.

And it's like, if they can't scale it up, then they have to increase the cost of it.