Game Pass

product on 2 shows · 3 statements across 2 episodes

3 statements about Game Pass, every show

TBPN Assertion Supported

Thompson: Xbox Game Pass has 30M subscribers and is decreasing

“And they, I think the, you know, the recent reporting was they expected to have seventy-five million Game Pass subscribers by this year. They have like thirty million, and that number is actually decreasing. It's not going up.”

Ben Thompson Jul 8, 2026 ▶ 17:56 Ben Thompson Explains the XBOX Disaster

ACQUIRED 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

ACQUIRED 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

3 statements about Game Pass, every show

Turn any episode into a week of clips.