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NobleTeam360 said:

Yes, MS should pivot away from Cloud Gaming. Just leave it in incubation until the tech is better suited for cloud streaming of games. 

Edit: I say this so the ABK deal can get passed. If MS just drops xcloud, CMA has no argument to fall back on

I'm thinking this can be a market where MS actually provides support for the third party through partnership programs kind of the same way they help and support the custom software development scene without competing in it directly.

Imagine you want to use the cloud streaming with your GamePass ultimate subs but instead of being forced to use Xcloud you can toggle between many providers at no extra charge. Xcloud can then be viewed as only one of many options and MS may even limit themselves to regions not properly served by third parties.

Those providers could also benefit from MS Library through their own store/services outside of Game Pass

Ms would have the benefits of :

  • Directly promoting competition
  • Directly promoting innovation
  • Ensuring the best performance through their game pass subs
  • Promoting the use of Azure (some providers will surely rely on this and MS may offer deals if it's the case)
  • Ability to target more specific areas with their limited number of custom Series X hardware that cannibalise Series X production
  • Completely fend off CMA arguments and would also be a behavioral remedy that would be easily trackable.