I’m surprised he took this take, because honestly, mobile would be the biggest winner there, but it’s square-peg, round-hole. Most people wouldn’t use their phones for console games if they could, because it’s a different form, with a device that has a different purpose. The way most people play mobile games & console games are very different: sporadic short sessions during the day is different from a 2-3 hour gaming session.
Maybe it can help close a gap between high end & low end users, but I don’t think streaming gaming is going to have a significant impact on the total addressable market. We’ve already seen platforms not succeed in that space. Why would it work now? If you hope it addresses the low end, why would you think they have budget room for another subscription?
Most people wouldn’t use their phones for console games if they could, because it’s a different form, with a device that has a different purpose. The way most people play mobile games & console games are very different: sporadic short sessions during the day is different from a 2-3 hour gaming session.
I mean, he’s talking about at the game dev level, so if he’s thinking of mobile, which he did not explicitly say, I assume that he’s not talking about “run existing non-mobile-platform game on server, play on mobile”, but rather “develop new game that runs on server and displays on mobile”. It could reasonably be structured toward bursty mobile play. Just provides more compute power than exists on a phone. The phone basically is doing the equivalent of streaming YouTube and passing inputs up, in such a scenario.
The article author, on the other hand, is clearly thinking about PCs, given that they’re talking about GPU prices.
I’m surprised he took this take, because honestly, mobile would be the biggest winner there, but it’s square-peg, round-hole. Most people wouldn’t use their phones for console games if they could, because it’s a different form, with a device that has a different purpose. The way most people play mobile games & console games are very different: sporadic short sessions during the day is different from a 2-3 hour gaming session.
Maybe it can help close a gap between high end & low end users, but I don’t think streaming gaming is going to have a significant impact on the total addressable market. We’ve already seen platforms not succeed in that space. Why would it work now? If you hope it addresses the low end, why would you think they have budget room for another subscription?
I don’t see Strauss’ take panning out here.
I mean, he’s talking about at the game dev level, so if he’s thinking of mobile, which he did not explicitly say, I assume that he’s not talking about “run existing non-mobile-platform game on server, play on mobile”, but rather “develop new game that runs on server and displays on mobile”. It could reasonably be structured toward bursty mobile play. Just provides more compute power than exists on a phone. The phone basically is doing the equivalent of streaming YouTube and passing inputs up, in such a scenario.
The article author, on the other hand, is clearly thinking about PCs, given that they’re talking about GPU prices.