Sony
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XBOX Cuts; Bundling and the Internet Solvent; Transaction, Coordination, and Sunk Costs
Microsoft’s Xbox division is conducting big layoffs, as the company deals with abject failure of its Game Pass strategy.
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Netflix Earnings, KPop Demon Hunters and Netflix Hit Production
Netflix’s growth will depend on advertising; then, more evidence that Netflix was uniquely responsible for KPop Demon Hunters’ success.
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KPop Demon Hunters, Sony’s Risk, The Netflix Aggregator
KPop Demon Hunters is the hit of the year. Sony missed out, but they didn’t make a mistake; Netflix won the reward by being an Aggregator.
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xAI Raising Money, xAI and Oracle, Xbox = Windows
Everyone wants xAI to exist, but is anyone actually using it? Then, Xbox as it once existed is dead; it’s just Windows now.
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Unity Scraps Runtime Fee, Back to Reality, Sony PlayStation Pro
Unity is scrapping its controversial runtime fee, but the reasons to institute it in the first place remain; then, Sony is rationally selling a very expensive PlayStation Pro,
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Xbox Games to Go Cross-Platform?, Console Context, Xbox’s Final Strategy
Xbox is poised to bring exclusive games to the PS5; this has been the logical endgame for Microsoft for a decade.
