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I think the main problem here is that Sony is forced to consider acquisitions. Personally I think its not really necessary, as Sony has an incredibly strong first party lineup. However, if your main competitor is buying up the rest of the industry its going to force Sony to rely completely on their first party lineup. I think Sony is about 5-10 years away from being in a position similar to Nintendo (maybe less). MS is making those moves now and should have consequences in the next 2-3 years if not sooner.

Its forcing Sony's hand. They need to start thinking of themselves as a competing content service provider in the same vein as Microsoft. If Microsoft plans to be the Netflix of gaming Sony needs to be prepared. The only way to prepare for this in the short term is medium to large acquisitions that guarantees a certain fanbase or audience to seriously consider their service. Provided Sony can actually afford it I would say a western dev is needed such as EPIC, EA or Take Two and additionally a established bigger Japanese dev like Capcom.

Reasoning here is that any of the bigger Japanese publishers have content that would bolster any subscription content service model similar to Gamepass.

With regards to EA, EPIC or Take Two - various reasons for either. EPIC has unreal engine and Fortnite. Take Two have major single player IP and now a massive mobile footprint. EA is EA.



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