Tag Archives: Ben Graham

That is what happened 13 hours ago. We are given a story by Ben Graham, which carries the title ‘‘Catastrophe’: Gaming world in utter chaos as Microsoft’s axes 4800 jobs, Sony makes huge call’ (source: news.com.au), I had given my view on the erroneous Sony call, but I didn’t give the setting of Microsoft too much time. Microsoft is really big (over 170,000 people) and there are more stages than Gaming, so as we are given “The cuts at Microsoft include the deepest overhaul in Xbox’s history, with approximately 3200 gaming jobs to be shed over the coming fiscal year, including positions at four studios that are being spun off or sold. It is understood the cuts will affect staff in Australia where 3,000 employees work across six offices.” As I see it, the stage that the UAE gives with its gaming setting of 2033 (see previous story) I am happy that I gave my gaming IP to the UAE. It sounds that the UAE is coming in just in time and whilst I see that Sony has a good grasp on things, the entire setting of no-disc will likely be dropped in 2027, as they see what chaos they would unleash on their brand. I never objected to a no-disc setting, it would not be my choice, but that is beside the setting that Rural gamers all over Europe (likely the America’s too). It is a stage of the Have versus Have not and I don’t like that setting. It is a class war that is brooding and it makes me sick. These wars always come with a larger victim count and a massive amount of resentment. As such I oppose it. So, I am kinda happy that the UAE is going into gaming. As such they are likely to capture the Microsoft gaming population first and depending on what hardware options they select they could get up to 6 billion dollar in stage one, a lot more in stage two. The question becomes what direction they will take gaming in. You see gaming can be several directions and I am against taking something in all directions. It is often better to capture niche by niche and grow from there. The benefit is that as you expend on niches, you can make these niches available to all niche gamers. So they expand to a much larger setting.

As such people can select the paths open to them and as such you gain traction on all fronts you enable. And it is important to vacate the American 80% setting. Each niche needs to be 95% cleared and the 5% should be set to minor stuff. It is a slower route but the results are more clear and almost a guarantee. In this I state almost, because there are many factors. But the only thought towards to worst case scenario is that you gain 50% more when you go for the 95% over the 80% setting and 50% is a big gain. The good thing is that there is motion on several levels and as such the stage of gaming for gamers is decently secure through Nintendo and Sony, but 2 options doesn’t make a population. So in come China and the UAE. China with its Tencent device (no clue how real it is) and I don’t give credence to the populistic YouTube approach. But the idea of Tencent and the UAE has merit on a few levels. There was another side that I was considering, because I have options in IP besides gaming, even if gaming was merely one side to this. There were two other sides and that is how traction is made. 

So whilst some are considering “On the commercial side, she said the cuts would build on Microsoft’s $2.5 billion push, announced last week, to embed 6000 engineers with major clients to accelerate AI adoption.” As I see it, it is a load of nonsense. When these ‘clients’ start to figure out that there is no real AI, that until some issues are resolved it is merely Fake AI, the class actions start to come. I wonder if anyone had looked deep into these AI contracts?  $2.5B divided by 6000 is $417K, the numbers do not make sense. And considering the purchase of Blizzard for $68.7 billion, Bethesda for $7.5 billion and Mojang for $2.5 billion. The question becomes, how much did they make from these three? Ask I see it, they are bleeding all over the gaming field. As I see it, if they even break even, it is because of the PlayStation titles, not the Xbox side of things. I admit it is speculation but consider Bethesda for $7.5B, that requires over 750,000,000 games sold. There are at most 45 million Microsoft consoles sold which means that each Xbox requires 18 Bethesda titles. As I see it, they have less than 9, as such the equation doesn’t work and I won’t even take this to Blizzard with its $68B price tag. The numbers do not add up and before you consider the setting of IP value, it requires someone to actively work on that and as we see from Starfield, that setting is more than debatable. 

But this is not about Microsoft (who I don’t care about), but it is about gaming and that setting need to be protected, so that my friends, me, others, their children and their children children get to play. Microsoft made it some business venture, to make it some form of exploitation (at least that is how I saw it). And keeping gamers safe is a noble goal (still my personal view on the matter). I have no idea what the UAE had decided to in that event, but at present they have a lot more credibility that these American firms ever have had.  Aren’t we lucky that Nintendo and Sony are both Japanese?

So whilst we are given “There has been widespread criticism of Microsoft overnight, with many gamers claiming the company is losing money because it is producing “woke” games that nobody wants to play. “The easiest solution is just look for the pink-haired devs that are destroying your IP (intellectual property) and send them on their merry way,” one gamer wrote on X. “People want good games, but the shoved ideologies into what could be good stories shows why your revenue is down.” “This is good,” another said of the call overnight. “But for it to work, you must also change your company policies to stop driving away your core audiences, and you must do so visibly and clearly.” Criticism also came from the left side of politics, with independent US senator Bernie Sanders blasting the job cuts.”

As I see it, it is one explanation. The second one is rather nasty, these games lately have been really bad. One voice gives us “Starfield starts off slow, taking over a dozen hours of playtime for its mechanics and story to truly click. It is an immense, content-heavy experience that will appeal deeply to fans of Bethesda’s traditional RPG style, but the lack of meaningful, seamless space exploration may disappoint those seeking an organic sci-fi adventure.” I have no real opinion, I saw the intro YouTube and it had something the graphics were good, the interaction are seemingly god, but that is what you get for a 2.5 years old game on the PS5. And now gamers are being told “Starfield fans fear for the game’s future after insider reports on Bethesda’s priorities – it will focus on Fallout, Quake, TES, and other franchises” (source: IXBT) that is what happens when the dollar becomes the bottom line of any game. And that is why Microsoft is seemingly pulling out and putting their money where the hypes are (not that this will do them any good). I see it like a corporation that has taken the stage of a mostly empty shell, so as the pressures mount, there is no substance to give counter pressure and the shell breaks. Someone will always tell me that I am wrong and (often in addition) that I am crazy too. But that is what I see and whilst protecting gamers everywhere is a noble consideration, it might not be enough and as such I see that others have seen that this comes with a decent paycheck or fortune. I saw billions and I reckon the UAE sees a similar pattern. This is where it all is and now as we see some companies (not naming them) are digging (see: prospecting) in the wrong area. As such I have two settings. The one setting is that gaming is essential and it should fuel itself, the realist sees that gaming alone does not make for a decent payment. As such combining the ideas are good for billions, keeping them separated merely allows for millions. It is only one letter but the power is a thousand fold. I see that and I accept that, and as long as gaming is uninhibited, it is fine by me. You can buy a DVD player just for the documentaries, or you can use it to play CD’s as well. The machine is bought, so you might as well use is as versatile as needed and that is where I saw gaming going. The console (or streamer) to also allow for series, movies, music, and optionally other means. This is where the world was going to and I accept that. It was always bound to happen. So whilst some merely focussed on one setting doesn’t mean the other settings aren’t there. And that is what Microsoft missed for the longest time (Sony too).

So, as I saw the UAE taking a bigger stake towards the gaming worlds, I saw a new option for gamers all over the world and it made me happy. So you all have a great day. It’s Wednesday here now.