More layoff pain at Microsoft: Github, Xbox, Mixed Reality, and others hit hard.

24 Jun 2022
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Maybe Sony can buy ID tech on the cheap?

Eh, would probably be redundant. They're working with both Firesprite and Deviation on FPS games, the latter with COD veterans on board. And they already have really good in-house engines like Decima (Shadowfall still looks & runs amazing even today, and that was a PS4 launch game).

Outside of DOOM & Quake I don't see why Sony would really need them.

Wasnt github the website that leaked xbox series s/x and ps5 specs? Remember thats where the 9 teraflops came from? So a microsoft owned company was leaking confidential information? They really did try to go all out the subterfuge this generation didnt they?

8 TF, actually. The narrative at the time was that PS5 would be "sandwiched" between Series S (4 TF) and Series X (12 TF). But I think MS were going off assumptions that PS4 would have been about 8 TF as a doubling of PS4 Pro, because MS themselves were targeting a doubling in TF over the One X, for Series X.

Also the timing of that spec leak kind of suggests to me now (in hindsight) that maybe MS didn't fully start Series S & X design work until at earliest very late 2017. Remember that's when One X released, that's when MS felt they took back the "power crown" narrative and then just a few months later spec leaks for Series & PS5 begin leaking.

I don't think MS actually knew Sony's specs at the time (they couldn't have; the two worked with isolated AMD teams for their consoles so the only way MS could have known is if they illegally got the info from Sony's specific AMD team); they just assumed they would aim for 2x PS4 Pro performance and therefore came up with a strategy to do 2x One X for the power end, but 1/3 Series X for the pricing end to box PS5 in on performance & price.

That was the plan, anyway. In practice it's looking like now MS are the ones who boxed themselves in with an inefficient strategy seeing them lose sales and market share only barely more than two years into the new console cycle. Unfortunate, but things just haven't necessarily worked out and they've more or less missed their window of opportunity with PS5 now going into full stride and Switch still holding on well, with Switch 2 probably around the corner, closer than some think.
 

Dabaus

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Eh, would probably be redundant. They're working with both Firesprite and Deviation on FPS games, the latter with COD veterans on board. And they already have really good in-house engines like Decima (Shadowfall still looks & runs amazing even today, and that was a PS4 launch game).

Outside of DOOM & Quake I don't see why Sony would really need them.



8 TF, actually. The narrative at the time was that PS5 would be "sandwiched" between Series S (4 TF) and Series X (12 TF). But I think MS were going off assumptions that PS4 would have been about 8 TF as a doubling of PS4 Pro, because MS themselves were targeting a doubling in TF over the One X, for Series X.

Also the timing of that spec leak kind of suggests to me now (in hindsight) that maybe MS didn't fully start Series S & X design work until at earliest very late 2017. Remember that's when One X released, that's when MS felt they took back the "power crown" narrative and then just a few months later spec leaks for Series & PS5 begin leaking.

I don't think MS actually knew Sony's specs at the time (they couldn't have; the two worked with isolated AMD teams for their consoles so the only way MS could have known is if they illegally got the info from Sony's specific AMD team); they just assumed they would aim for 2x PS4 Pro performance and therefore came up with a strategy to do 2x One X for the power end, but 1/3 Series X for the pricing end to box PS5 in on performance & price.

That was the plan, anyway. In practice it's looking like now MS are the ones who boxed themselves in with an inefficient strategy seeing them lose sales and market share only barely more than two years into the new console cycle. Unfortunate, but things just haven't necessarily worked out and they've more or less missed their window of opportunity with PS5 now going into full stride and Switch still holding on well, with Switch 2 probably around the corner, closer than some think.
Was the github leak before or after the series reveal at the game wards in 2019?

Edit: Without scouring the whole thread this is what i could find. So yes, i think microsoft believed the ps5 would be between 8-9 teraflops and did plan to sandwhich the ps5. I dont know how much of a factor the ps5 going from 8-9 to 10.3 made difference in microsfts playbook but any advantages the series x would have had are moot at best.
 
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Also the timing of that spec leak kind of suggests to me now (in hindsight) that maybe MS didn't fully start Series S & X design work until at earliest very late 2017. Remember that's when One X released, that's when MS felt they took back the "power crown" narrative and then just a few months later spec leaks for Series & PS5 begin leaking.

Major Nelson confirmed that the Xbone was only thought about 2 years before it launched. So it would stand to reason that they would to the same with the Series S. IMO, I don't think the Series X was meant to launch with the S. I think it was meant to launch now, or this year, but the 'Surprise' power of the PS5 had them scrambling to launch it ASAP.

If I was really going to speculate, I would say that Microsoft didn't want to launch as early as they did and the Series S was meant to be a Xbone SAD upgrade, not a new generation.

They missed a trick by not making the S a handheld though.
 

Zzero

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Eh, would probably be redundant. They're working with both Firesprite and Deviation on FPS games, the latter with COD veterans on board. And they already have really good in-house engines like Decima (Shadowfall still looks & runs amazing even today, and that was a PS4 launch game).

Outside of DOOM & Quake I don't see why Sony would really need them.
In a hypothetical "no Xbox" future Sony wouldn't actually need anything. What are they competing with, then, the Steam version? Luna? And hey, if Microsoft buying AB could lead to "dominance" of a market then what will regulators think of Sony buying any established and successful multiplatform series?

Not that it even matters since the Xbox/Activision deal is 100 percent going to be improved with Microsoft absorbing AB in full.
 
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Zeroing

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Are we going back to physical media? That would be a strange turn of events!
You should see people on TikTok the most savage generation yet - all are all cancelling Netflix and many people are championing everyone to go back to physical media. Yes more and more people are tired of not owing anything and having companies screwing them.

Going back to physical media? Who knows? but all this is sending a strong message.
 

Puff

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10 Jan 2023
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Not sure who the person in question is but apparently was involved with publishing Kojimas cloud game and is seemingly no longer with Microsoft. I’m going off this users post.

When I clicked the link it doesn’t open for me at all. Can you upload this Picture to https://imgbb.com ?
 

Cool hand luke

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In a hypothetical "no Xbox" future Sony wouldn't actually need anything. What are they competing with, then, the Steam version? Luna? And hey, if Microsoft buying AB could lead to "dominance" of a market then what will regulators think of Sony buying any established and successful multiplatform series?

Not that it even matters since the Xbox/Activision deal is 100 percent going to be improved with Microsoft absorbing AB in full.
Not sure if serious. The deal is dead.
 

Cool hand luke

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Not sure if serious. Every analyst out there says that the deal is going through.
I can assure you it absolutely isn't. There was a bizarre report on Fox business that looked like it was written by MS PR; Foss, the ex Microsoft lawyer on twitter, who seems deeply invested; and Michael Pachter, who doesn't understand that there is no legal challenge available to dispute to the CMA's findings and so CMA having no legal basis for their argument is irrelevant.

The stock market and every other analyst out there puts the chances at slim, which is optimistic when reading between the lines, or reading the fucking room with regulators. ABK just hired Morgan Stanley to provide activism defence and shield their board from stockholder revolt. If the deal had a 100% chance of passing, this would not be necessary as stockholders would be paid out by MS and the board would be gone.

Bobby Kotick is also absolutely gone when this deal flops no matter the assurances to the contrary. Hopefully Lulu gets taken out with the trash, too.
 

Bryank75

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He's the main one I've seen and who a lot of the articles quote.

Yup and that guy is a fucking clown..he goes on about how the CMA has no legal arguement and will lose but doesn't seem to understand that the CMA doesn't answer to any legal oversight apart from if they were somehow to not follow due process or took a bribe.

They do not look at how the CMA made their decision at all.
 

AshHunter216

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8 Jan 2023
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Yup and that guy is a fucking clown..he goes on about how the CMA has no legal arguement and will lose but doesn't seem to understand that the CMA doesn't answer to any legal oversight apart from if they were somehow to not follow due process or took a bribe.

They do not look at how the CMA made their decision at all.
Yeah, his statement was weird to me, as the CMA are the only ones out of the big regulators who don't have to answer to a court in the vast majority of cases.
 
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Bryank75

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He was a running gag the last time I heard of him.

He's even worse now, he was on a podcast with Timdog and others saying PlayStation is over and that they can't compete and they'll be out of gaming ina few years just a little while back.

The guy sounds like a garden variety Xbox fanboy, not any type of analyst or financial advisor. Who are his clients? I really want to know.
 

Alabtrosmyster

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26 Jun 2022
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He's even worse now, he was on a podcast with Timdog and others saying PlayStation is over and that they can't compete and they'll be out of gaming ina few years just a little while back.

The guy sounds like a garden variety Xbox fanboy, not any type of analyst or financial advisor. Who are his clients? I really want to know.
Oh well, I think he tends to give MS the benefit of the doubt because they are Americans and they have a lot of money. But he may have been like that for a long time, because early in the PS4 life cycle he spewed some pretty stupid "analysis".

But he has a more serious look to himself than most gaming personalities, so maybe people feel that he deserves the role at least he looks like a serious person.
 
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Zzero

Major Tom
9 Jan 2023
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Michael Pachter?
Most recent one (of many) was some guy on gamesindustry. I have zero trust in MP, he openly admits to encouraging companies to send him free games or else he won't cover them in his analysis. Which, I will remind you, is something that investors pay for despite it being constantly off-base.

Edit: Found it, it was by Brendan Sinclair.
 
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Cool hand luke

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Most recent one (of many) was some guy on gamesindustry. I have zero trust in MP, he openly admits to encouraging companies to send him free games or else he won't cover them in his analysis. Which, I will remind you, is something that investors pay for despite it being constantly off-base.

Edit: Found it, it was by Brendan Sinclair.
Brendan Sinclair looks to base his article/predicted outcome on Michael Pachter's analysis, quoting him throughout.

As Pachter's is completely off-base, not sure what there is to discuss.
 
24 Jun 2022
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Was the github leak before or after the series reveal at the game wards in 2019?

Edit: Without scouring the whole thread this is what i could find. So yes, i think microsoft believed the ps5 would be between 8-9 teraflops and did plan to sandwhich the ps5. I dont know how much of a factor the ps5 going from 8-9 to 10.3 made difference in microsfts playbook but any advantages the series x would have had are moot at best.

Actually when I said Github leak, I meant another leak. It was before the Github one, think it was one or two images. Black background, white text. There wasn't a lot mentioned on both but they listed a "cheap" Xbox being 4 TF, PS5 8 TF, Series X 12 TF.

Tried looking for it on Google, even GAF, but can't find it :/

Major Nelson confirmed that the Xbone was only thought about 2 years before it launched. So it would stand to reason that they would to the same with the Series S. IMO, I don't think the Series X was meant to launch with the S. I think it was meant to launch now, or this year, but the 'Surprise' power of the PS5 had them scrambling to launch it ASAP.

That's really interesting; Major Nelson's basically a MS employee so he'd know something to be true before mentioning it. Is there a link to where he says this?

Personally I actually do think they meant to launch the X at the same time as the S; just launching the S alone against the PS5 would have been a bloodbath for Microsoft no matter how cheap they made it because they had no new 1P launch software for the system anyway and Game Pass was still only seeing modest growth at best. What really happened is they were probably caught off-guard by PS5's final specifications, started becoming less confident in taking the performance crown at launch and started shifting messaging to include the Series S after the June showcase in 2020.

Also think they were not expecting a lot of sales in total so if they could find any way to save costs on production they took them. Which is why they went with the odd 16 GB setup for Series X when they should have just gone with 20 GB and saved devs a lot of hassle. Because they probably thought they'd have enough of a performance advantage over PS5 to get away with it, but once again underestimated Cerny's design skills and Sony's engineering skills.

If I was really going to speculate, I would say that Microsoft didn't want to launch as early as they did and the Series S was meant to be a Xbone SAD upgrade, not a new generation.

Feel kind of inclined to agree with this. Again the fact they had no 1P software for launch shows they weren't probably ready for 2020. The fact Halo Infinite got delayed into 2021 shows it, too.

Honestly they should have positioned Series S as a new XBO S for BC of XBO games at "almost" One X equivalent, and not mandate that new games run on it natively.

They missed a trick by not making the S a handheld though.

Yeah, agreed. Though realistically they couldn't do that in 2020...they could have put a One S spec in handheld form, though. Considering if they treated the Series S as just a means of playing somewhat prettier and better-running One S games via BC, they could have done their own Steam Deck two years before Valve.

But that'd of required vision as a platform holder and Microsoft doesn't really seem to have a lot of vision for gaming in terms of optimized hardware design (from a business POV) unless it's tied closely to their non-gaming initiatives.

Which often hurt the gaming initiatives more than they help.

In a hypothetical "no Xbox" future Sony wouldn't actually need anything. What are they competing with, then, the Steam version? Luna? And hey, if Microsoft buying AB could lead to "dominance" of a market then what will regulators think of Sony buying any established and successful multiplatform series?

Well apparently a thumbs-up for approval considering Sony did just that with Bungie 😁.

In truth it's not as simple as MS "buying" dominance through ABK as to why that deal is facing a lot of scrutiny.

Not that it even matters since the Xbox/Activision deal is 100 percent going to be improved with Microsoft absorbing AB in full.

Don't you mean BK? 😉

Also I wouldn't assume ABK are suddenly improved just because MS may end up acquiring them. ABK's workplace culture problems are deep and I don't think MS are able to fix that overnight if at all. Not that it matters; regulators aren't concerned with MS's moral grandstanding in improving ABK's workplace issues as an appeal to approve the deal.

They aren't interested in promises targeting ESG improvements because that's not what regulators are there to decide upon (plus if ABK really wanted to, they could make those particular improvements themselves without the need of an acquisition).
 
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