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RolStoppable said:
HoloDust said:

Your view is surprisingly...traditional.

I'd say their long term goal is to be Netflix for games.

I agree with you that that is their long term goal. But having a goal and being able to accomplish said goal are still two different things.

In gaming, reputation matters. Nintendo, PS and Steam are all far ahead of Microsoft in that regard. Nothing in Microsoft's current and foreseeable approach attempts to fix this. The path Microsoft is on is one of getting integrated as a third party publisher on the platforms of Nintendo, PS and Steam. The main reason for that is that we've now gone a full decade already of Microsoft not understanding why exclusive content matters.

Not going to say that I know if they'll accomplish that goal, although I think they've learned a few lessons along the way from the other areas they've botched and they're trying not to repeat them. But I think what they've been doing is geared toward that goal, and they are in quite unique position to achieve it before anyone else - they have experience in gaming industry with lot of AAA dev studios, Gamepass is first truly successful large scale "all you can eat" gaming subscription service that resembles video on demand subscription services, and their computing infrastructure has largest worldwide coverage (quite a bit above both Google and Amazon).

So yeah, I can see them succeeding in becoming Netflix for games in the future...how far away that future is, and will they manage to cross successfully this transitional period is anyone's guess.