> You need exclusives to draw people to your game platform No, you just need to draw people to your game platform. And Discord already has people on their game

> You need exclusives to draw people to your game platform No, you just need to draw people to your game platform. And Discord already has people on their game platform. Discord has the active attention of millions of gamers throughout the day. It's just not selling games yet. This is a horizontal integration play and a very smart one IMO. Before this move, Steam had game sales and weak social; Discord dominated social and no game sales. Now, Discord dominates social and will sell games, at least to some of their millions of customers. Social features are much more of a defensible "moat" because they depend on network effects and are difficult to "manufacture" relative to other features. In this sense, Discord has a massive head start on Steam. Discord only needs to catch Steam in terms of game sales, whereas Steam needs to catch Discord in terms of social.