… In an internal memo to Xbox employees, obtained by The Verge, Sharma admits that “Game Pass has become too expensive for players” and that Microsoft needs “a better value equation.” “Game Pass is central to gaming value on Xbox. …
… While new Game Pass bundles could help grow subscription numbers and revenue in the future, Sharma is also promising to address the “value equation” of Game Pass. …
… Demand was so strong after the launch that Moonshot, the company claimed, that it temporarily paused new subscriptions after the service was overwhelmed. …
… So, for example, a ChatGPT subscription, or a Grok subscription, for that matter. I do see value in it, and that’s why I pay for it. …
… Look, I think debate about this is healthy. …
… Is it a market size debate? What are the parameters of the conversation? It’s all of the above, as you can imagine. Revenue is important obviously, but also Nvidia, as you know, is a very strategic company. We value what Jensen sometimes calls the zero trillion dollar business. …
… Discovery, but the real answer was, “We thought if we owned a media company, we would get valued like Netflix is valued.” Wall Street, again, did not reward AT&T at all for that deal. …
… They are for debate and discussion. …
… Have you debated it? Do you have an agreement? We debate it a lot. …
… Let me make the argument about CNN’s value. …