> But the size of potential customers for games is still much smaller than the market for a pocket sized computer (roughly everyone on earth). And if that seco

> But the size of potential customers for games is still much smaller than the market for a pocket sized computer (roughly everyone on earth). And if that second install base is 8B, and even if only 10% of them play a game, that's still an 800M user market - which is bloody huge. The actual percentage of game players is significantly higher - some online queries put it at of 50% of smartphone users. That's a potential market of over 4B if we use your assumptions. Additionally, if you own a phone, you have the potential to buy a game at any time. You just need to be converted (and Apple puts a lot of effort into that in their app store). It's also much lower friction to get a game on a phone than a standard computer (which is, admittedly, pretty low to begin with).