For one, Microsoft completely missed out on the mobile revolution.
For another, look at Mixer. This was there attempt to clone Twitch. They threw a bunch of money at it and quickly gave up. To me this was insane. Streaming has shown to be great marketing for games and I never thought they'd give up so quickly and right before the new Xbox launch.
Imagine if Mixer streamers had early access to the new console and titles? And drops? Viewers absolutely love drops.
What if the Xbox Game Pass included a Mixer sub like Amazon Prime does with Twitch Prime?
To me this just showed they have absolutely no idea what they're doing.
I mean, look at how much money they've thrown at Bing.
Mobile-first gamers are: people (mostly kids) who are so naive about games they will accept garbage (or cant afford a better gaming system) and whales who enjoy spending large amounts of money to move up the leaderboards.
Mobile gaming C-level's loved talking about the mobile revolution for a decade, but I really think it was all optimistic nonsense in service of their fundraising.
Mobile revolution for doing actual work on the go is mostly done in laptops, and Windows is still the champion on that regard.
Mobile games were never going to replace more traditional games because it's a totally different market, but companies don't really care about that anyway - they might not have /understood/ that mobile games were never going to supplant traditional console and PC gaming, but they didn't need to because they made fistfuls of cash anyway.
He specifically mentioned stuff like: needing a hotmail account to register, when you register you had some random name assigned to you and had to go into your profile to change it afterwards, etc. Small stuff basically, but it added up and Microsofts corporate structure prohibited quick adjustments.
What makes Twitch successful is not any one streamer. It's an ecosystem. Raiding is huge on Twitch for streamers supporting other streamers.
You don't build a forest by planting one very large tree. A forest is everything from the tallest tree to the undergrowth.
> do you really think a bunch of obscure streamers nobody watches having drops would have made a bigger difference?
I absolutely do. You see this on Twitch whenever a popular game has drops and the viewer numbers go through the roof. Sure there are a bunch of AFK viewers just wanting the drops but this is a game of numbers. Some are real people. Some will stay.
On the streamer income side, I really don't think you can overestimate how huge of an impact Twitch Prime has on Twitch.
Really agree with this. They should have been trying to pull as many streamers on the verge of success on twitch as they could (newly qualifying partners mostly) rather than trying to get already established talent to come over for big money.
I do think they also tried this, I knew of some mid-tier streamers who moved over as well, but they probably could have done more. Ninja was clearly a last ditch effort to save the platform rather than a calculated plan.
More to the point, no other platform has succeeded here either. Whatever that Facebook streaming thing is is a non-factor, YouTube streams exist but seem to be used primarily as a way for YouTubers to do events rather than a real Twitch competitor, etc. I'm not sure a Twitch competitor can be viable until Twitch does something to drive people away. The network effect is strong.
Do you know who benefits the most from Bing? Google. Why? Because Bing's (subsidized) existence helps create this illusion that there really is more than one search engine. Google loves that Bing exists because it nicely helps them avoid having to have the monopoly talk.
I take your word for it that the execution was lacking - and, perhaps, they were never going to win. Perhaps that's why they keep buying other, successful companies.
But it still builds to the same picture: even if they suck as operators, they're building a pretty darn big machine.
Sure they lost the mobile phones, but that market has already plateud, newer Android and iOS versions are only gimmicks for those on 2 year contract renewals to change devices.
