We were more discussing why MS and Sony are making the moves that they are. I think Nesh and I are somewhat aligned that something is happening, I personally think they arrived to similar conclusions as to the writing on the wall about where console growth is negative trajectory and they are looking to expand the user base outside of what they have, Nesh I think believes that bean counters are ruining Sony.The essential question is whether or not the hardware platform a gamer adopts follows the games or if other factors are more important.
So where we are in agreement that both are them are taking actions, we are in disagreement as to why, there is clearly some cannibalization happening at the expense of the hardware, but if the growth is very positive elsewhere, than this is fine. The reason I disagree with his theory is that all companies, will optimize towards growth and stability, and the fact that they are moving away from a tried tested and true path that has lead them to complete leadership dominance since their inception is now being shifted away from is a sign that the formula no longer works.
This is no different than when MS aborted Windows to move towards Cloud. They were on their way to death with Windows back in 2015, Balmer lead them down the path that investors felt was the end of MS. Satya rebuilt the entire company around subscriptions and cloud, and now they are richest company in the world. So these changes are dramatic for a company to do, so imo Sony is taking the moves to secure the next generation of gaming now, before it gets too late and they don't have the funds to pivot.