posted by wap, platform: Android
A 2019 letter from Phil Spencer was made public during the legal battle between Microsoft and the FTC. In it, he considered closing the Xbox division in favor of mobile games. Phil wrote the following on February 15, 2019 to Xbox Vice President Katherine Gluckstein:
We do not have a strategy that would allow us to win organically in mobile games. And I can’t think of one. The only thing we could do is close everything related to Xbox and, with the same operating costs, try to create a mobile games company inside Microsoft. This is what Bobby Kotick is trying to do at Activision.
posted by wap, platform: Android
这封邮件是phil论证为什么这样不行,最后说微软做移动游戏唯一可能成功的方法只有xcloud,而且一切的前提是先让xbox核心玩家愿意对xcloud感兴趣。
邮件的最后一段
So in that context I think our first mobile Xbox customer is a console gamer who already knows the content, already knows the controller and is willing to be an early adopter on a franken-scenario and is willing to pay something to play. I think our only hope is that core gamers find this scenario interesting. If they don't find it interesting I don't think there is any way a mobile only player is going to find it interesting. That's our first path dependent step.
Second step is that our current game developers/studio partners will want see the increased engagement and start to program for it and find it accretive to their business.
Third step would be that now that we have play happening on a mobile device we can bring more mobile based games into the fold (local or streamed) via XGP and start to build our control plane on mobile. This is kind of what Fortnite is doing.
Fourth would be that we win when all developer adopt your development platform.
But that first step is us manufacturing (mostly) a customer scenario based on our assets of content, community and cloud.
I do believe that in the end cloud based XPA games will win but I think that game will be way more casual than anything we have today. Just like even today Minecraft is bigger than Fortnite but kind of ignored by most of the media/core. Same with Roblox. It's likely something like those that will become the true instantiation of our vision, not RDR5 everywhere.
So l agree with you, my Cloud deck is a "what do you have to believe for us to win" not a "what does the growing TAM of mobile gamers want.
Phil 作者: Nemo_theCaptain 时间: 2023-7-9 17:16