Just when I think maybe David Jaffe isnt so bad, he comes out with shit like this:

Is he really this naive or is he just defending Playstation?

David Jaffe's a jackass and frequently posts shit takes just to get attention and draw controversy.

I think that figure is wrong. 136 billion yen maybe.  From what i saw theyre making around 2 to 3 billion us dollars net profit. But i think theyve been writing off bungie as a loss per year.  

It's US dollars, and it's total revenue, not net profit; in spite of some of their missteps this gen, Sony are not at all hurting for cash so this move to kill discs is not something they're being squeezed into doing.

It just is not last year, but Life to Date revenue for the PS5 (since 2020).

Also let's not forget a lot of the revenue increase comes from increasingly selling 3rth party digitally. Sony accounts the full sticker price amount as 'revenue' (minus VAT where applicable), then have the 3rth party portion accounted as 'cost of goods sold'. Just like a brick and morter store would do.

(e.g. Nintendo only accounts their portion (like a delivery charge) as 'revenue' for 3rth party in their e-shop, like a delivery service would do. Just like Google/Apple)

I said "as of last year", not just last year.

And yes, digital sales lead to higher revenue, which is why they want to kill physical discs. But they're hardly being pressed into it, their business was already thriving.

Which intuitively makes sense since they don't need to buy the 3rd party games upfront or store boxes and discs (in their e-shop).

Legislation how you define a digital store simply trailed reality so therefore we see two different models.

As example when Apple had iTunes it was like a 'brick and mortar store' because there was no alternative concept. When they changed to the Apple store, some years later, they choose the new 'Delivery service' model, because it was available.

This is why you could not transfer any funds from itunes to the apple store or even songs you'd already bought. Not because of a technical reason, but because a legal one. Legally it was a different model, a different entity.

For this exact reason you could not transfer funds from the Wii U/3DS store to the Switch store. 

Playstation, Xbox continued the 'old' model because they wanted to ensure continuity of their stores. 

A big different is not only how you account revenue, but it is about 'accountability of the product.

A 'Brick and Mortar store' is owner of the product (even if its a split second in the case of a digital product) when selling to a customer and with that is accountable if the product works and matches local legal requirements.

A 'Delivery service' is not the owner of the product and therefore is not accountable for the product, only for the delivery.

Example: In Germany Nazi symbolism is illegal. If a 'Brick and Mortar Store' sells a T-shirt with a Swastika that store is accountable and will get into trouble. A 'Delivery Service'  that delivers that exact same T-shirt is not, because not accountable for the content of the package.

This is funnily enough the reason we see more censorship/moderation on Playstation then Nintendo (or Apple/Google)

This is also the reason we see Playstation have an active return service for games that are broken even if third party. When did you ever see Nintendo refunding a third party game? Never, because they where never accountable for the product.

So what about Steam? Steam is a private company and we don't have the financials to be sure. But because they have a very generous return policy, I wonder how they can promise a return of the product if they never technically owned it to sell it to the gamer. So I'm betting the old model applies here too.

Do you think they've laid out their exact plans for PS6 to their investors?

Investors don't really care how it's done for the most part. All they really care about is that the number is higher this quarter vs last quarter.

lol. i mean i was kind of half joking with the question. its just funny to imagine sony laying out this convoluted plan, trying to predict the response of the masses and accounting for all these things that could happen to ultimately position themselves the savior for a problem they introduced themselves.