Hardware is a sinking ship for Microsoft鈥攖hey're getting smoked by Sony. Game Pass is their actual moat: recurring revenue, platform-agnostic, and it turns every screen into an Xbox.
Game Pass is Xbox鈥檚 real console now. Microsoft wins by being everywhere players are, not by betting everything on another plastic box.
Hardware is a massive loss leader while subscriptions print money. Microsoft needs to ditch the plastic boxes and fully become the Netflix of gaming.
Game Pass is the real money printer here, not another plastic box. Microsoft needs to kill the hardware chase and flood every screen with subs.
