I feel like this is some solid analysis on a portion of the gaming console market and streaming, of course, I'm bias as he is saying what I have been saying. (Japan stocks are tough though, meaning not sure I agree with his valuation of its stock)
Here is the actual report. (pdf)
I will note he doesn't even mention Netlfix continues to burn cash at roughly a $2-4b burn rate.
Daniel Loeb: Streaming isn't Netflix of Games; Sony's Physical Console Still "Winning Model"
Daneil Loeb believes Sony is best-position to succeed in the next generation, and notably, he believes that cloud gaming isn't all it's cracked up to be.
twinfinite.net
Here is the actual report. (pdf)
This isn’t the first time the mainstream media has predicted the “death of the console
What consumer problem are the cloud gaming platforms trying to solve?If the answer is “experience”, then latency needs to be lowe
What consumer problem are the cloud gaming platforms trying to solve?If the answer is “cost”, then the service needs to be priced very cheap
I will note he doesn't even mention Netlfix continues to burn cash at roughly a $2-4b burn rate.
Comparisons between game streaming and Netflix are flawed
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