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Ryuu96 on 30 June 2023
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shikamaru317 said:
Ryuu96 said:

"We hope Nvidia can survive"

This MF for real?

Nvidia stock is over 400 a share, they control like 80% of the PC discrete GPU market compared to AMD at like 15% and Intel at maybe 5%, and last I heard, Nvidia's GeForce Now was about neck and neck with Xbox Cloud Gaming in terms of lifetime users. They aren't merely surviving, they are thriving.

They're also too dumb to know when they're signing a bad contract according to FTC.

shikamaru317 said:

So what is this I hear about Microsoft's lawyer accidentally saying that TES 6 is a 2026 release? Seems odd considering Phil in his testimony said it is likely 5+ years from release currently. Maybe lawyer was referring to some other Elder Scrolls game in development by accident (give me Morrowind remake xD).

I'd take the word of Phil (who said 5+ years) over Microsoft's lawyer who likely stumbled on the dates.

EpicRandy said:

What I think was a miss here by MS:

  • No one pointed out the EU remedy that would allow any Cloud service offering entity, not just those who signed deals, to benefit from access to ABK content.
  • No one pointed out the cloud provider can operate internationally and have a server presence worldwide just like MS Azure has a server presence in nearly every country.
  • It should have been explained that, for the cloud, content is only 1 factor of the appeal and that properties such as latency are still a huge handicap to which this transaction won't solve anything and won't put MS into a position where it is better suited than another entity to solve it that it doesn't already enjoy without it. meaning the incentive to innovate won't be impacted.
  • MS should have pointed out that there is still a long way to Cloud being anything relevant and that in the meantime, games' popularity is subject to shift.
  • MS should have stressed that even in the event they do make CoD exclusive and willingly take all the negative aspects of it, the Lee model still doesn't place MS in an advantageous position the likes Sony enjoys today and that Sony will still have many options to mitigate the issue and compete effectively.

But that said the Judge was very clever so maybe will come to those conclusions on her own. So funny that she does look to have grasped the market way better than the FTC and CMA in 5 days than they have in a year -_-, I guess the video game market is not so hard to understand when you're not suffering from self-inflicted politically motivated willful blindness.

I think they can't point out the EU remedy because FTC demanded it not be used as evidence as it was too close to the trial for them to counter (I think). Which is annoying because the EU remedy settles their complaints of "you didn't give it to XYZ" because the EU remedy is a "anyone who wants it" contract which applies worldwide, Microsoft can't pick and choose, Lol. The EU contract is brilliant and counters a lot of FTC's arguments.

It actually annoyed me when FTC kept saying "but Ubitus is in Taiwain! (they're actually HQ'd in Japan now)" and "but Boosteroid is in Ukraine!" "how can they benefit Americans?" and not a single person mentioned datacentres or how Cloud Gaming even works. Americans can access both Ubitus and Boosteroid, Ubitus is even working with Intel on expanding.

Really an own goal by Microsoft to not mention this basic stuff, the judge did ask the FTC how they know that Americans can't use these services though and FTC's lawyer response was "I don't know" Lol...So it isn't like they could defend their claim but it may not be enough and could put doubt into the judges mind.

The judge did mention that latency is an issue with Cloud Gaming so she may know that already...Microsoft probably could have driven that home a bit more, that xCloud latency is the worst of the services right now, so people would rather use GeForce Now than xCloud. Honestly should have mentioned that Cloud Gaming is heavily dependent on peoples home internet too and American ISPs are currently throttling that growth, if FTC can say that Microsoft won't be a success in iOS/Android because of Apple/Google's practices then why not Microsoft say they won't be a success in Cloud Gaming until someone does anything about the ISP companies?

The Judge was no doubt, a very smart lady, she was on the ball way more than I thought, I think she absolutely destroyed FTC in the Console argument and that is no doubt in my mind tossed out but while I think FTC didn't put forward a good argument in Cloud, I don't know if Microsoft hammered their point home enough for Cloud, the Cloud segment was actually really short Tbh so it's hard to say what way she is leaning? She may come to her own determination that Cloud will be its own market that Microsoft will dominate in the future, I don't think her comment that Consoles will vanish one day is particularly encouraging, Lol.

She definitely understood the market as a whole way more than FTC/CMA have in years, honestly if she does grant the PI then I'll be a bit frustrated and disagree with her but I'd try to respect it and move on because I do think the Judge did a brilliant job over that case and if she thinks that Cloud Gaming is its own market that Microsoft will dominate in the future then fair enough, I suppose...

One thing that gives me faith even if she believes the Cloud stuff is that she was constantly mentioning the consumer benefits of the deal and those consumer benefits may outweigh any potential, hypothetical, maybe/maybe not, future Cloud "market" that may arise.

Spade said:

@NobleTeam360 

Lord Jizz has spoken. 

PI happening pimp.