I know it's Mike Ybarra but this is actually a good read on Xbox's strategy and the future of Xbox this time instead of just being a Phil apologist.
View: https://x.com/qwik/status/1788964907482013784?s=46&t=5q2U08gXVStIC0OkwBKlhA
TL;DR since it's an essay:
- When Mike Ybarra was at Xbox, Satya Nadella never unilaterally dictated things from top down, he empowered his leaders under him to make the decisions they thought were best and Satya is a great leader.
- The Board doesn't dictate what happens day to day
- The idea that the "market isn't growing" is a PR excuse, it's not a real reason, it's your job to drive your own growth even when the market isn't growing
- Xbox's strategy has failed and that's the real reason for these closures
- Xbox has the teams to make great games, they just haven't consistently been putting out great games. Not having great games leads to a decline in hardware sales and in subscriptions.
- There are two paths for Xbox's future:
- The first is if Game Pass is the strategy, they have to go all in on making those games exclusive to the service and hardware and be 100% committed to your console hardware, exclusives and the Game Pass service. You need to consistently have 90+ rated games to drive these console sales and satisfaction and those games being available on other consoles will negatively impact console hardware growth and subscription service growth when your subscription is only tied to the console.
- The second is if Xbox is not willing to do this, the alternative is to become the biggest publisher in the world. You leave hardware and publish your games across all platforms that exist and then make that content and your subscriptions available on all platforms that exist.