Stadia’s product positioning is such a disappointment
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Stadi is really interesting and really disappointing from product perspective. I'Ve been playing around with it on a free trial and the performances really great 4K varial input lag, it all works really. Well, I get it. They have data centers in Seattle. It'S not crazy. Sorry, I think Kirkland anyway, the fact that it works like if you think about it a little bit. They could pitch this as the next generation of gaming right. They can pitch this as it's an infinitely powerful game console power more powerful than the PS five more powerful than a whole box, full of PS, fives more powerful than like a truckload of Xbox ones that you can't get because they're out of stock everywhere instantly available And free to use - but I don't there - they are currently marketing this as take the existing items that you own and re-purposed them for gaming, which is it's kind of crazy. It'S kind of disappointing from a product perspective because they're not really highlighting any of the value or benefits of the product. They just kind of like oh yeah, we're going to we're gon na make our own game pass. We'Re gon na make our own GeForce. Now, I guess from that perspective, the marketing problem and the positioning problem isn't just stadia all three of these services have all that sort of positioning issue, although you could argue, Microsoft is not about undercut sales of the Xbox and Nvidia stands to gain from when he Can'T they stay in the game, basically from creating a like selling hardware hardware sales, so that makes sense what I'm looking at right now, incognito incognito, here's their exact copy on their homepage. You have what it takes stadia turns the things you already own in the portals to the biggest games. Try stadia pro free for one month, 999, a month after trial cancel any time. So what is the value here? It isn't telling me that I can play games like what is that game like I can play cyberpunk at higher quality settings on stadia, then I can on any computer I own then I can, on I don't know, play PS five PS4 Xbox one, but it's not Telling me that it's telling me oh yeah, you got a TV, will send you a Chromecast and you can play games on it like this is such a waste. The other thing is it's creating confusion and that the entire page neglected to mention that they have a free tier and that you can use stadia without paying a monthly fee, and you can use stadia without buying additional hardware. No, I said it's crazy. I guess the last thing that occurred to me as this would be such a cash cow of a business too. If you think the business model of like Consul hardware vendors, they lose money on every unit, a hardware they sell, they get a market share and then they recoup 3040 % fees for every title sold produced by a third-party. The same model could be adopted if google treated stadia as a consul. If they they control the marketplace, they already do if they can get third parties to put games on it, which I mean it's a PC game. It runs in the cloud like I assume it's dead, simple, to export a game from unity. They probably make you build it for lunch or something you're, not paying windows, licensing fees but anyway anyway, it's probably very easy to develop a game for stadia compared to. I don't know PS five dedicate something like that. They could give this away. Let you use whatever controller you want with whatever hardware you want. Simran game pass ultimate works and make more money off of software sales. Then is 995 a month per pro user. Is this ridiculous? The pricing model? I guess I guess that's where that leaves me as my game pass ultimate. Is the Xbox one killer like? If Microsoft decides, they can't really compete with Xbox? Is they just and they don't have a driver TV? Stick though, they do a partnership with Apple, maybe something like that and get game pass ultimate on Apple TV yeah. That would probably be very perform at a very smooth experience. When you go after google TV fire stick yeah, it seems like it seems like this. Is Microsoft game to win? They just have to sacrifice. There'S this is a Google is the only one who is earning new market share anybody else. Who'S competing for market share, like Nvidia, is not selling any titles when they get a GeForce now subscriber. So they have to make the unit economics of our spare on the server they have to make that work, that that may never work out to be positive for cutting edge, Nvidia hardware. Now the sound of data centers: it's not really a great business, Microsoft, coach sales from steam to their own store Microsoft. So I guess that's what the Xbox store! I don't know her game Center sometime app and they could capture a larger portion of the PC game. Sales are currently happening on steam and epic and other platforms, but Google is such a massive opportunity and it's a pain position, so horribly is painful anyway. This is me posting an audio logs. I haven't posted in a while cheers.