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twintail said:
VAMatt said:

Thinking about this more.....

If Sony intends to compete in streaming, they'll need to join in the acquisition race in a big way, so something like SE makes sense. If they don't intend to compete in streaming..... I don't think that's even a real possibility, as that is pretty clearly the way gaming is headed.

PS5 hardware and software sales suggest that Sony doesn't need to jump all in at streaming at all for at least the rest of this gen. Long-term viability may be there, and it's something I hope becomes the norm, but there's no need for Sony to move quickly into it. Regardless, they can't until they can set aside PS5-like hardware for their PS Now servers: that's not easy atm.

Having SE doesn't necessarily make streaming a more viable option for them: the amount of staff, the amount of money needed to finance titles like FF (especially when SE is working on many many games simultaneously) is not going to be easy to recoup. I highly doubt Sony would recoup the money they invest in their current 16 studios via streaming, let alone the addition of SE.

The point is that streaming needs lots of content.  More exclusive content than consoles need, by the way things are looking.  It is clear that MS is planning to have a lot of it.  So, Sony will likely want to make some big moves to get more big, established IP into their control.  Everyone seems to be thinking that at least one of the other tech giants is going to get into the AAA streaming business.  Sony doesn't have nearly as deep of pockets as the Googles, Tencents, and Amazons of the world.  But, they do have a lot of their own content that gives them a leg up on some of those names.  They'd certainly like to get more content wrapped up though, before even more money flows into the sector driving up the price of pubs and devs further.