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Hi All.

I believe we are at a tipping point for the gaming industry. Streaming is upon us.

We've all seen today the news of Amazon launching their new gaming streaming service Luna. Google has Stadia, which I heard is not that great. Microsoft is launching xCloud and Sony dabbled with PS Now for a while.

I am not very informed on these services and would like to understand what you all think about these.

Who is better positioned to become a leader? Do we think the main Cloud providers (AWS, Azure, GCP) will have a competitive advantage over Sony? What will Nintendo do? How do you feel the market will look like in the next 5-10 years?