Also from the presentation:
The CEO of Microsoft needed to understand why MS cares about gaming. The primary answer: because we can take market share, and they want a consumer brand.
But he said: "I don't want to talk about Minecraft. Tell me why we're in gaming." We put down the deck that we had for that acquisition, and that was a moment for Satya, Phil, myself, and Amy Hood, of why is Microsoft in gaming.
That was eight or nine years ago, and the answer really is why is Microsoft in any business? It's a big and growing market that we have an ability to take and win share.
And that's why we do gaming at Microsoft. Of course, we can leverage assets and of course, we need consumer brands at Microsoft that are meaningful.
In my opinion, you can't just be all commercial-led. You have to have a good consumer lens too. But in the end, it's grow share in a big and growing market and that's what we're here to do.
The CEO of Microsoft needed to understand why MS cares about gaming. The primary answer: because we can take market share, and they want a consumer brand.