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Darwinianevolution said:
I'm just wondering if they are having problems choosing their priorities: their home consoles or their new cloud-based platforms. No matter how it's spun, they eat into each other's markets and in house resources.

Well we would need a report about their 1st party studios as well.

It could be that they want to strenghten their own studios as much as possible by giving them the dev kits much sooner.