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One "advantage" Microsoft has in this regard is they own a lot of the major GAAS now, they own two of the "blackhole" games, Minecraft and COD, Microsoft doesn't exactly need to chase after GAAS success now, instead they can focus on smaller scale AAA experiences, they could focus on shoring up their single-player titles and I think that's a lot easier than trying to break into the GAAS market and a lot less costly.