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EpicRandy said:
Doctor_MG said:

I think what people are failing to take into consideration is that it does not matter if MS puts their games on other streaming services. Or allows for the option. Because MS will OWN those IPs AND they have the second largest cloud infrastructure of any company (with only Amazon being ahead of them).

If they take a fee for call of duty being on a cloud service that's already less money that cloud service gets. In addition, the cloud service will not have the same competitive capacity as MS due to having less servers overall.

Therefore, MS can undercut all of these cloud gaming companies (as well as any gamepass like subscription models) by the pure fact that they now own (artificially) one of the most popular IPs on the planet. If a service needs 19.99 a month to survive, MS can do it for 17.99. Because they don't have to pay a fee to have access to Call of Duty.

Mark my words, in ten to fifteen years time we are going to see that gaming has become yet another oligopolistic structure, where nothing but the biggest fish can compete.

With current accepted EU remedies, MS can't add fees on streaming games for at least 10 years. 

Ten years should be enough for the cloud to precise itself, after that, I don't see how ABK Ips can give Xbox more of a dominant than the one judged insufficient in the console market space today even without consideration for Sony deals and the Nintendo ones like pretty much all the regulatory bodies have ruled on this.

They don't need to add fees, just undercut the other streaming services with GPU. To play those MS games on other streaming services you need to pay them and pay MS for playing the games. Either by buying them or via subscription. Now comes xCloud with a lower overall cost since MS can easily undercut them already owning the biggest server farm (which the other streaming services likely rent for their own service, like Sony uses Azure as well).

It's not really competition when you're the one holding the infrastructure and the content. That's what the CMA sees.