- Tim has heard that Call of Duty may not be coming to game pass.
- Hardware sales have not met the projected sales and the CFO got spooked.
- In the last three months of last year, they had consoles for $350 and no one cared.
- Xbox One was more wanted than Series consoles.
- They said the hardware is dead, and they are seeing declines in hardware year over year.
- Game pass is unsustainable; the market they have is not enough to offset the cost.
- Tim heard from someone at Microsoft that you may not like Xbox when they get Activision. They want ROI.
- He heard that Xbox has an insane showcase with tons of games, but everyone is going to be saying asterisks.
- The leaks happened because a Microsoft employee who didn't want this to happen leaked it, so there would be a public outcry.
- Microsoft now has no problem buying more companies in the future if all games go to all platforms.
- Tim thinks they will go all-digital, with ads on game pass (pre-roll or at the end of a chapter e.g. Like a Dragon) and AI community managers.
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