Agree with the Stadia. I think the calculus was around cost vs. potential for a moat. Streaming PC ports is not a moatable platform. They wanted to do unique th

Agree with the Stadia. I think the calculus was around cost vs. potential for a moat. Streaming PC ports is not a moatable platform. They wanted to do unique things for games that no other platform could do. Unless the game industry latched onto that the moat just isn’t there. Might as well run a commodity GPU PC streaming service and sell the utility to others. This is exactly what they are doing with Stadia in the cloud.