The reason MS staff in Xbox don’t know what Phil is going to say is because Phil doesn’t know what he’s going to say yet.
Amy Hood does tho. She’s looking at this through the prism of a holiday season where their loss-making hardware was discounted to an even bigger loss & still lost 2:1 to its main competitor in its primary market. A prism where MS - not Xbox, let’s remember thst - just spent $70bn on acquiring a huge set of costs plus the expenditure on lawyers, PR, lobbyists, burning political capital etc it took to get that deal through. That’s on top of the money already spent getting GP off the ground, buying Bethesda, clearly running it at an operational loss for more than half a decade.
Satya was sold on the vision that Phil tailored for him, knowing Satya is all in on the SaaS model. Amy Hood will now be rattling the coin box at that vision & saying ‘Where’s the money coming from. Phil?’