Seems like Phil saw them as a decent software company and a bad hardware company. Kinect, Zune, Kin, and Hololens don’t stack up to the PS Move, Walkman, Xperia, and PS VR. The Switch 2 is selling, so the execs can’t blame shrinking demand for hardware.

I think I’m doing my part but the extreme discounts in the app every two weeks mean I’m still visiting. It is a nice break from ramen.

Need to look at the hardware cycle as nVidia is still making more efficient hardware to bring the $/token down. BoA dude probably got burned on some loser AI companies that don’t have enough compute to deliver before the bills are due and is extrapolating it to the whole industry.