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DonFerrari said:
aTokenYeti said:

I disagree than Sony can or should attempt to compete with Microsoft’s first party output in terms of volume, and Sony’s recent acquisition strategy suggests to me that they also believe they cannot and should not attempt to compete on volume. If we look at 2021 in review, you can make a convincing argument that Microsoft is already beating Sony in volume, and that lead will only expand in the coming years, especially after 2022. 

Sony is hitching their wagon to a strategy of a smaller number of high profile, high prestige, large budget blockbuster titles, with the goal being to fight quantity with quality. And that’s what they should be doing, because that’s where their true first party advantage is right now. 

Won`t dispute the "sony shouldn't dispute on the volume of studios" as that is opinion, but on the couldn't that is BS, Sony could very easily have 30 different studios with multiple team if that were their objective/strategy.

“Could”? Absolutely. “Very easily”? I’m not sure about that. From a long term perspective we still don’t even know if Microsoft can handle its 23 studios, even if the early returns look good. 

the risk/reward calculus is completely different for Microsoft and Sony. Microsoft as a whole company is at a point of revenue generation that they can have one of their divisions spend several billion dollars on a distressed asset like Bethesda and not really have to worry about if it doesn’t pan out. Microsoft made back the money it spent on Bethesda in pure profit in about a month. 

Sony would necessarily have to be much more deliberate with an acquisition of that size because the margin of acceptable losses is lower.