“When you talk about Nintendo and Sony, we have a ton of respect for them, but we see Amazon and Google as the main competitors going forward. That’s not to disrespect Nintendo and Sony, but the traditional gaming companies are somewhat out of position. I guess they could try to re-create Azure, but we’ve invested tens of billions of dollars in cloud over the years.” This was enough for me to make my comment. Worldwide broadband access has a long way to go before cloud gaming becomes mainstream and I think Sony is aware this too. This is similar to why traditional car manufacturers are not ditching fossil fuel cars yet. It's not that they are lacking vision. EV car batteries are still too heavy to be mainstream.