minysun 发表于 2023-7-8 17:30
听说MS海把SLIM的工业设计给曝光了？看那设计比原版白色风衣强多了
图是媒体自己编的，微软只是预测会在今年内卖
—— 来自 S1Fun
MS还说PS5会出Pro对标Xbox主机
csolfans 发表于 2023-7-8 19:14
MS还说PS5会出Pro对标Xbox主机
乐
—— 来自 S1Fun
csolfans 发表于 2023-7-8 19:14
MS还说PS5会出Pro对标Xbox主机
PS5 Pro对标什么 微软不是说不出半代升级了吗
Microsoft was in fact working on a gold toilet, the CEO of gaming at Microsoft, said in an email as the company was preparing to test cloud streaming. did too. Whatever inspired it, the reference seems to highlight the potential for richly valued technology companies to build products just because they can, ignoring the likelihood that they won't resonate with many customers.
"Amy's words from the meeting in the Fall still ring in my ears - 'don't build a gold toilet,'" vice president Catherine Gluckstein wrote in a February 2019 email to Phil Spencer, CEO of gaming at Microsoft. Gluckstein works on advertising and the cloud-based game-streaming service formerly known as xCloud.
不搞黄金马桶现在收购会不会已经成功了
Kojimaru 发表于 2023-7-8 19:43
Microsoft was in fact working on a gold toilet, the CEO of gaming at Microsoft, said in an email as...
不搞黄金马桶也不会有这个体量的收购了
—— 来自 S1Fun
A 2019 letter from Phil Spencer was made public during the legal battle between Microsoft and the FTC. In it, he considered closing the Xbox division in favor of mobile games. Phil wrote the following on February 15, 2019 to Xbox Vice President Katherine Gluckstein:
We do not have a strategy that would allow us to win organically in mobile games. And I can’t think of one. The only thing we could do is close everything related to Xbox and, with the same operating costs, try to create a mobile games company inside Microsoft. This is what Bobby Kotick is trying to do at Activision.
2019年2月真是神奇的日子不知道当时微软高层在想什么
ultraseven 发表于 2023-7-9 11:11
A 2019 letter from Phil Spencer was made public during the legal battle between Microsoft and the FT ...
乐了 2018年刚收购一大堆工作室 2019年2月又考虑关掉Xbox 结果20年砸了80多亿收B社 什么反复横跳
fffffred 发表于 2023-7-9 12:03
乐了 2018年刚收购一大堆工作室 2019年2月又考虑关掉Xbox 结果20年砸了80多亿收B社 什么反复横跳 ...
估计高层当时眼馋手机游戏的市场
本帖最后由 矢量路比 于 2023-7-10 02:01 编辑
ultraseven 发表于 2023-7-9 11:11
A 2019 letter from Phil Spencer was made public during the legal battle between Microsoft and the FT ...
外媒有点标题党了，这句话不能单独摘出来看的，更像是在打比方，是 phil 觉得不这样做（搞云游戏）的话就只能放弃掉目前的所有游戏业务了。
邮件全文还是在说为什么斯宾塞要从云游戏开始布局移动端，因为他想先吸引到已有的 Xbox 玩家，同时他承认云游戏战略并不是以手游玩家需求为导向的（「手游玩家肯定不会说他想要的是用手机连蓝牙手柄玩光环」，at 泰坦哥），所以 amy 警告说别做金马桶，因为云游戏更多是在制造需求。
那个时候 phil 把主机业务视作拍立得，手游则相当于数码影像，前者增长已经到头了。而之所以选走云游戏路线，是想最大化利用手上已有的内容和社群资源。
以下为邮件全文：
From: Phil Spencer
Sent: Friday, February 15, 2019 12:06 PM
To: Catherine Gluckstein
Subject: RE: xCloud (Strategy and GDC)
I think you and I talk past each other on this one a lot so I'll try to write up my pov so we can align.
First, we are exactly like Polaroid. We are core gaming which isn't growing it's TAM (analogous to film photographers) while mobile gaming MAU is growing WW at a significant rate (like digital photography was growing).
We have no strategy to win organically in mobile gaming. I can't come up with one. The only thing we could do is close all the Xbox stuff and with the same OPEX try to start a mobile gaming company inside of MS. This is kind of what BobbyK is trying to do at ATVI.
So you and I have to center on that. Our strategy with mobile is just a hope, there is nothing that gives us insight that this will work. The customer there isn't asking for what we are going to offer.
That said, there are a couple of data points that give us a glimmer of hope. More core games like PUBG, Fortnite and a slew of Chinese mobile games are way more like core PC/console games than they are like traditional mobile games (candy crush, clash royale etc) but still the vast majority of non-Chinese mobile gaming revenue is in areas where we have no strength.
Because of this our solution here is not customer led really, it's led by what we have and a hope. I don't like this but I'm not smart enough to come up with anything else. If I ask mobile gamers what they want, they won't tell me that it's to play Halo on their phone with a BlueTooth connection to an Xbox controller. That's probably as far from what they want to do on their phone as anything. They also don't pay for any games, all the mobile games are F2P. So even the business model around our games that mobile players don't want is wrong. The whole this is Xbox led, not customer led and yes that's wrong. We don't get some asks from our console customer to play games away from their console, that's the most aligned signal we have but like Amy's push, this is building the gold seat (for our existing TAM). It doesn't help us grow.
As I said, the only other option I can come up with is stop what we are doing and either leave it at that (save the money) or maybe try to buy some IP (WB?) with the savings and start building mobile games based on known IP or buy a company like Nexon and try to scale into global mobile gaming since that's the TAM that is growing. I don't think we can do WB and/or Nexon in addition to Xbox so it's an either/or with what we are doing now in my mind.
So in that context I think our first mobile Xbox customer is a console gamer who already knows the content, already knows the controller and is willing to be an early adopter on a franken-scenario and is willing to pay something to play. I think our only hope is that core gamers find this scenario interesting. If they don't find it interesting I don't think there is any way a mobile only player is going to find it interesting. That's our first path dependent step.
Second step is that our current game developers/studio partners will want see the increased engagement and start to program for it and find it accretive to their business.
Third step would be that now that we have play happening on a mobile device we can bring more mobile based games into the fold (local or streamed) via XGP and start to build our control plane on mobile. This is kind of what Fortnite is doing.
Fourth would be that we win when all developer adopt your development platform 😊
But that first step is us manufacturing (mostly) a customer scenario based on our assets of content, community and cloud.
I do believe that in the end cloud based XPA games will win but I think that game will be way more casual than anything we have today. Just like even today Minecraft is bigger than Fortnite but kind of ignored by most of the media/core. Same with Roblox. It's likely something like those that will become the true instantiation of our vision, not RDR5 everywhere.
So I agree with you, my xCloud deck is a "what do you have to believe for us to win" not a "what does the growing TAM of mobile gamers want.
Phil
旧金山已经是星期一了
推上那帮人又开始鼓动了
zris 发表于 2023-7-10 15:25
旧金山已经是星期一了
推上那帮人又开始鼓动了
半夜12点应该不会有结果吧
fffffred 发表于 2023-7-10 15:26
半夜12点应该不会有结果吧
不会，只是到了周一，大火都等的有点着急了而已
这有啥好拖的不懂
—— 来自 S1Fun
估计要后天才公布了
Rowen233 发表于 2023-7-10 16:29
这有啥好拖的不懂
—— 来自 S1Fun
结果出来还有5个工作日的临时禁令，再晚点就能拖过微软收购结束日期了
到时候如果动视不想继续，微软就得给30亿
本帖最后由 孔方兄 于 2023-7-10 17:21 编辑
挺希望能收购成功的到时候可以看看COD上任天堂主机是个啥水平不过看现在这情况有些微妙，也许吉姆正和动视私底下谈以后COD上PS平台只收2%抽成，怕不是烤迪克就开始有想法了
zid99825 发表于 2023-7-10 17:12
结果出来还有5个工作日的临时禁令，再晚点就能拖过微软收购结束日期了
到时候如果动视不想继续， ...
之前法官好像提到了微软和动视有7.18之前要完成交易的协议，所以会尽快出结果，这两天应该会出
—— 来自 S1Fun
孔方兄 发表于 2023-7-10 17:18
挺希望能收购成功的到时候可以看看COD上任天堂主机是个啥水平不过看现在这情况有些微妙，也许吉姆正和动视 ...
2%有点太离谱了索尼得少赚很多钱 不太可能吧
烤迪克确实和吉姆说过，如果收购失败了会和索尼谈新的营销协议（也就是说如果收购失败了本世代COD在Xbox上的情况很有可能变得更不妙）
—— 来自 S1Fun
fffffred 发表于 2023-7-10 17:24
2%有点太离谱了索尼得少赚很多钱 不太可能吧
烤迪克确实和吉姆说过，如果收购失败了会和索尼谈新的营 ...
那菲儿叔叔身上赔了夫人又折兵了
—— 来自 S1Fun
本帖最后由 孔方兄 于 2023-7-10 17:34 编辑
fffffred 发表于 2023-7-10 17:24
2%有点太离谱了索尼得少赚很多钱 不太可能吧
烤迪克确实和吉姆说过，如果收购失败了会和索尼谈新的营 ...
没啥不可能的吧，这些资本家都是看长远的利益，与其让对手买去通过长期各种方法比如独家宣传权慢慢让这个IP和Xbox绑定在一起，让人一想到cod就联系到Xbox。还不如这样放血让Xbox和自己都受伤，索尼最懂这个
而且正如你说的，失败了，那PS上的cod更具备优势反正我觉得烤迪克是个不稳定因素
fffffred 发表于 2023-7-9 12:03
乐了 2018年刚收购一大堆工作室 2019年2月又考虑关掉Xbox 结果20年砸了80多亿收B社 什么反复横跳 ...
旧闻了，纳德拉刚上台时觉得游戏业务不符合微软未来的战略愿景，差一点把XBOX整个部门全部裁掉。后来P3去推销了一波XGP+Xcloud把游戏业务捆绑上平台+云战略马车的计划才让纳德拉回心转意
这些年掀起了新的元宇宙和AI的浪潮，XBOX这块业务在微软内部的重要性直线上升，现在纳德拉应该庆幸当初P3把自己说服了
andychen 发表于 2023-7-10 17:32
旧闻了，纳德拉刚上台时觉得游戏业务不符合微软未来的战略愿景，差一点把XBOX整个部门全部裁掉。后来P3去 ...
可是今年gpt狂潮这一轮好像只有xbox部门跟ai没多大关系啊
—— 来自 S1Fun
fffffred 发表于 2023-7-9 12:03
乐了 2018年刚收购一大堆工作室 2019年2月又考虑关掉Xbox 结果20年砸了80多亿收B社 什么反复横跳 ...
18年那批很明显是xbox事业部自己就买得起的
fffffred 发表于 2023-7-10 17:24
2%有点太离谱了索尼得少赚很多钱 不太可能吧
烤迪克确实和吉姆说过，如果收购失败了会和索尼谈新的营 ...
是吉姆認為烤迪克會跟他談
本帖最后由 泰坦失足 于 2023-7-10 20:02 编辑
ultraseven 发表于 2023-7-9 11:11
A 2019 letter from Phil Spencer was made public during the legal battle between Microsoft and the FT ...
看不出来考迪克有多喜欢移动端. 暗黑不朽算一个,动视暴雪的移动版战区一直测到现在了.CODM虽然赚大钱, 但也是腾讯代工. 但凡出个F2P WOW移动版, 面向没那么多时间玩MMO的afk玩家设计, 应该也能赚笔钱. 但是我们得到的只有皇室战争魔兽ver, 还记得当时各个博主都神秘莫测的在暗示wow手游要来啦
D-JoeII 发表于 2023-7-10 19:22
是吉姆認為烤迪克會跟他談
好吧 好像是我理解错了
本帖最后由 陈词与芍药 于 2023-7-10 09:11 编辑
推上那些人说tro从6.13号开始算明天就满第四周了，如果没有法官的新命令或者微软同意延长tro，就可以直接完成了
—— 来自 S1Fun
陈词与芍药 发表于 2023-7-10 20:48
推上那些人说tro从6.13号开始算明天就满第四周了，如果没有法官的新命令或者 ...
就看这两天法官给不给结果了
—— 来自 S1Fun
本帖最后由 zris 于 2023-7-10 23:23 编辑
我是佩服穆勒的
几乎每天都在推上直播分享，一堆熟悉的软推···都在那里听
他俨然一副黑暗时代的明灯
这不西海岸还是大早上吧，已经直播了一场了都
zris 发表于 2023-7-10 23:18
我是佩服穆勒的
几乎每天都在推上直播分享，一堆熟悉的软推···都在那里听
感觉他天天高强度发推和直播 都不需要休息的吗
—— 来自 S1Fun
fffffred 发表于 2023-7-10 23:21
感觉他天天高强度发推和直播 都不需要休息的吗
—— 来自 S1Fun
他在旧金山，我看了下时间，感觉他应该不用睡觉啥的，属实离谱
穆勒发了一篇彭博社的消息
大概意思是投资分子认为FTC没啥机会···
zris 发表于 2023-7-10 23:28
穆勒发了一篇彭博社的消息
大概意思是投资分子认为FTC没啥机会··· ...
其实大部分人都觉得ftc表现的很差吧 只不过有cma4.26的例子在前 不敢提前开香槟了
—— 来自 S1Fun
今天要有消息估计也得后半夜了 不蹲了 明天早上起来再看有没有大的
—— 来自 S1Fun
穆勒说不定真是机器人
前几天不是还有有魔兽世界前策划怒斥推上软粉都是水军和bots吗
fffffred 发表于 2023-7-11 00:15
今天要有消息估计也得后半夜了 不蹲了 明天早上起来再看有没有大的
—— 来自 S1Fun ...
已经结束了。听证会的法官今天要审其他的案子到下午3点
谷歌xgp广告出现暗黑四
coldsmile 发表于 2023-7-11 07:20
谷歌xgp广告出现暗黑四
太早了吧哪怕收购了也不会这么快进xgp的
—— 来自 S1Fun