I don't understand what is so complicated from this. It's not just Stadia talking about lowering the barrier of access to play games. You will hear Microsoft talking the same way about cloud gaming. Cloud gaming is all about lowering the barrier of access to play games. As you mentioned these are people that use their phone to play but they cannot access traditional console games from there. So honestly even if 5% of that group of people start buying consoles games, we are talking about of millions of new sales for games. Why is that a problem somehow? Even on consoles you understand how sales increase when the price goes down from $400 to $300 right? Can you say why is that?
"We know that the first customers for xCloud are going to be people who own an Xbox. It's going to be, 'Oh, I want to play my Xbox when I'm away.' Last month, Catherine [Gluckstein, chief of staff/strategy for Xbox] and I were in Africa. Not a lot of Xboxes in Africa. Not a lot of game consoles. 1.2 billion people on the continent of Africa. Average age is 19 on the continent. They know Fortnite, they know Halo, they know Gears of War. They just don't have a device.
There are gamers there, but the device they have is an Android phone. So today they are kind-of locked out of what an E3 is -- outside of watching -- because of the capability they have.
When I think about the two billion [gamers worldwide], which is a number that has tripled over the last two decades,
I really think about how we service the two billion who play today with as much content and services as we can offer, but also go to places like Africa. I was looking at some of the PUBG mobile numbers in India and they're crazy -- they've had 100 million downloads or something. You see these markets where gaming can grow to the next two billion or even more.... There are seven billion people on the planet. For me, I think they should all play video games."