This is interesting stuff to ponder. If Activision-Blizzard ends up being owned by Microsoft, then Microsoft will have significant leverage when it comes to launching their own mobile app store. They'll just pull all their content on Android and lock it behind their own platform. And users will migrate if it means that's the only way to access IP like COD mobile, Diablo mobile, Candy Crush, etc.
So when are we going to see modern Unity and Unreal games running on the web? Games seems like one of the last areas that is a holdout on desktop. We've seen terminals/IDE, productivity software, and even design software like Figma run in the browser, but not 3D games which is a multi-hundred billion dollar industry in it's own right.
Correct me if I'm wrong, but it seems like a massive opportunity for both game engine providers and portals, especially with the arrival of WebGPU on the horizon.
Imagine a Gamepass and Netflix bundle... games and movies under on subscription. Could also set up Microsoft nicely to be a metaverse play with a mix of gaming and traditional media.
Although come to think of it, maybe it would make more sense for MSFT to make a bid for Warner Bros. Discovery? Cheaper valuation, and you get DC + Harry Potter properties which would be huge as properties to be leveraged in gaming and the upcoming VR metaverse.
https://twitter.com/Tojiro/status/1720592878056112158