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esics6A | 4 years ago

Anyone who does any gaming at all will know that for regular non-mobile gaming it's all Playstation, Xbox and Steam (PC). Few platforms will ever beat these three. Microsoft has their own cloud gaming service which is already available on Xbox and I doubt anyone else can compete against Microsoft in this space given their experience and platform advantage. Publishers are already signing deals with Microsoft to host their own cloud gaming experiences. But GeForce Now is never going to take off, gamers don't care and most don't even know it exists. Sony can't even compete against Microsoft at this point as they're too far behind and they're arguably the top console platform right now so the barrier of entry is amazingly high.

Stadia succeeding on it's own is just a bonus and I'm sure Google would like it to. But the real purpose for Stadia long-term is for Google to build out a cloud gaming capability on Google Cloud and sign major publishers to compete against Microsoft. Then when they have enough cloud gaming revenues coming in they can quietly sunset Stadia. This is all about keeping parity with Microsoft's cloud Azure the second the leading platform after Amazon Web Services. Amazon also has a games division with a similar purpose to lose money for a long time on cloud games from it's own studios as a way to build capability.

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yunohn|4 years ago

This is a very nuanced take, which is rare for Stadia threads which are just about Google bashing. I completely agree with your view on how this is meant to play out.