Game Pass

2 statements across 1 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement Mar 7, 2022 by Ben Gilbert · across every show →

Everything said about Game Pass, oldest first

Mar 7, 2022 bullish

Assertion Supported

Xbox Game Pass generates $2 billion to $3 billion annually

“Microsoft is now up to eighteen million subscribers to Game Pass, which to your point, I think there's like a cheap version at 10 and then a more expensive version at 15. So every year as an annuity is generating two to three billion dollars on Game Pass.”

Ben Gilbert Mar 7, 2022 ▶ 2:08:34 SONY (75 years of electronics history in 3 hours) · Acquired

Mar 7, 2022 bearish

Prediction Not checkable as stated

The shift to game subscriptions will erode console platform moats

“If the industry moves much more to subscription dynamics, I do think a lot of this power goes away. Switching costs become a lot lower. Network economies become a lot less powerful.”

David Rosenthal Mar 7, 2022 ▶ 2:42:38 SONY (75 years of electronics history in 3 hours) · Acquired

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Game Pass

Everything said about Game Pass, oldest first

Turn any episode into a week of clips.