Xbox All Access, which has received little attention, might drive the biggest change in the videogame industry since the shift to digital/mobile while advantaging Microsoft in this coming platform shift.
The same way that cellular service was sold in the United States for many years. Device subsidy in exchange for a subscription.
Streaming is a delivery mechanism. Subscriptions are a business model.
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Large games are already social networks today. “A place, not a game” per @ow
*All* of the world’s largest games by revenue are F2P. And subscription/F2P revenue is capitalized at a higher multiple
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Mixing subsides/Gamepass/XCloud *might* pull a streaming reality forward and advantage Microsoft in this reality.
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The current dominant smartphone OS’s have already won in an AR first Metaverse.