David Rosenthal: belief

Transcript context

…Whatever it is, the way it hits you as a consumer is like, oh, complete no brainer to subscribe. When you look at it, Microsoft is now up to 18 million subscribers to Game Pass, which to your point, I think there's a cheap version at 10 and then a more expensive version at 15. Every year, as an annuity, it is generating $2–$3 billion on Game Pass. It's just such a completely different strategy than what Sony's doing. It reminds me of what you pointed out on the Taylor Swift episode about Spotify. There are gamers out there who will buy 10, 20 games a year. They'll go pay $60 for either a disc or download to buy the game. I am not one of those gamers. I think there are a lot of gamers out there like me that in an ordinary year, I would maybe buy a couple of games. But it's a no brainer for me to subscribe to Game Pass for $15 a month, in which case, I end up spending a lot more money on games, Microsoft makes more revenue off of me than if I were just buying games, and I feel happier because I get access to so much more than I would otherwise. Right. That's such a good point.…

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