Is not like discovering the holy grail at all. You just need to think logically and see the patterns in real life:
1. Xbox had to justify its existence (in terms of budget) to MS:
This is why Xbox One had that bullshit "synergy" with windows 8, Kinect and TV = in order to reach 100 millions people inside United States = they failed.
Xbox was budget constrained for a long time. It was not until Phill was promoted and lay down his vision to MS, that this one decided to put the money necessary.
FIRST POINT:
Microsoft dosen't care about videogames as a medium, they only care about numbers going up. (revenue-profits and MAU). (the idea) of this acquisition fulfills this need.
Xbox, which should care about video games as a medium, has shown incompetence for a long time.
This dichotomy between Xbox and MS; between a creative medium and business could create massive issues down the line.
2. These acquisitions are not a guarantee. (sure, MS will see growth in numbers out of the gate...also expenses)
One of the nature outcome of acquisition/mergers:
But also culture clash, egos, friction, organizational turmoil inside and across these subsidiaries.
Is it
Xbox>Bethesda>Activision (or any of its permutations)
Or
Xbox - Bethesda - Activision.
This aspect was allued by Hoeg law talking about the marketing/PR talk between Xbox-Bethesda regarding Strafield.
Also is very well know that rapid expansions are tricky to say the least.
SECOND POINT:
MS is not buying machines, its buying people. A lot of those people are creative individuals. Being part of a massive enterprise reduces your meaningful creative input.
The financial pressures of a Triple-trillion dollar company...are going to trickle down to Xbox = creative and business limitations or "guidelines"
We can see this effects on Disney and Playstation themselves.
3. Game Pass: The false promise-land that kind of works.
You could keep crying about "is not about AAA games" but IT IS about AAA games.
Exhibit A:
Green influencers angry at Xbox about their lack of AAA output and announcements. (I mean; I don't even need to put screenshots/links)
Exhibit B:
Game Pass not reaching projections for 2 years in a row. Why? They don't have AAA content to drive subscriptions.
Netflix projected a loss of 2 Million subscribers; they lost half of that. Why?:
Because AAA/Blockbuster content has more scope/marketing/
quality = more people are aware of it. And its more "mainstream".
But the production of these big shows aint cheap or guaranteed success:
POINT THREE:
MS buying publishers is an act of desperation and not a carefully calculated move= the actual hard work is just beginning for them.
How all of this is good consumers?
1. Devs leave or being layoff =
creation of new studios and IPs.
2. Sony gonna have to increase competition /invest more in it's services and existing/new Studios =
more value for consumers, More games.
3. Embracing different business models =
- Traditional AAA games
- AA (or even indies) games with high production values (Kena, Hellblade, Stray, high on life).
- Early access, community driven dev-cycle -feedback- (Hades, Sea of Thieves, Grounded, Darkest Dungeon etc...)
- Episodic games more feasible in subscriptions. Shorter dev cycle
- Freemiun/GaaS/ Free-toPlay games (Genshing Impact, Warzone, Overwatch 2, Fornite etc...)
The last point actually is in direct competition with the subscription services model.
4. An unprecedented opportunity for game developers/videogame production
to make a better/sustainable work-life conditions and wages.
- Unionization
- Royalties/Residuals.
CONCLUSION:
This deal is the best thing that can happen to the video game industry; not because of it, but because of the consequences of it.