Thanks for the great feedback, I totally agree. I used the term “studio” a bit too widely, but you’re absolutely right, it’s the publishers who are in long-term danger. I wanted to address Nintendo, but the story was running long. Cloud gaming would definitely disrupt their hardware business, but they have amazing IP. They remind me of Disney in their war with Netflix. They would be the only game company that could attract people to a separate offering. Alternatively, this could finally push them to doing what mobile couldn’t do and make them a pure game developer ala Sega. Interesting times ahead

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