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I still don't think it's consoles / PCs holding back the masses from jumping into 'bigger' games. Streaming isn't going to turn the mobile gamer into a consumer of longer more complex games you have to subscribe for. It's more for the existing console / PC gamer that they can now also enjoy their games on a mobile platform, albeit with some hurdles.

The deal isn't going to turn the entire existing gamer base into game pass subscribers, and I highly doubt gamepass is making big inroads in the blue ocean. It will grow sure, might shrink again, grow again, become cyclical with big releases.