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Cake day: March 18th, 2024

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  • XBox’s new CEO is on a goodwill-gathering streak right now. Brought down the price of game pass and seems to want to bring people back to the brand proper

    Oh, you sweet summer child.

    You do you. The Ally is a better value today. Good spot; pass it on until they sell out, because it currently looks like Best Buy is pricing it as a thing that’s in their inventory and not selling. I would recommend that you don’t trust that Xbox is going to right the wrongs of Game Pass price increases just because the removal of Call of Duty brought it down to still-higher-levels-than-it-was-in-the-very-recent-past. And definitely don’t trust lip service to things the new boss is “thinking about” and “treating seriously”. In a world where the next Xbox is definitely for sure just a PC that allows you to buy games from any store you like, and the Ally is that too, they’re not subsidizing hardware. Neither is Valve, hence the price hike.








  • Just ad infinitum? If so, the most profitable venture for any human being to be involved in right now would be RAM production. All of those producers would be expanding, because there would be infinite demand. No, these purchases are capex costs; the kind that they have to do once or every so many years. And the only way it happens every so many years is if the companies currently buying these things survive long enough to replace those parts when they reach their end of life.


  • We’re in this place because AI companies are buying up all the supply, and in order to do that, they have to pay higher than market rates to buy what’s left of the supply available. That means their break-even point is now higher than it would be in a rational economy, and they’re already not profitable. That’s a bubble. It doesn’t matter if it’s tulip bulbs, a business with “dot com” on the end of its name, or a home that no one lives in; if you’re expecting to make money off of the next greater fool, it will pop.

    But let’s say it doesn’t. The other way to meet the supply-demand curve and make money off of consumers like you and I who want to buy hardware at prices that we can afford is to increase production so that there’s more supply. If this is the new normal (it’s not), the component producers can increase their manufacturing capacity, and in a handful of years (pessimistically about a decade to build those sorts of factories, which would be brutal if true), they’ll have enough throughput to meet everyone’s demand. And I don’t think those producers are looking to scale up because they also don’t believe this is the new normal. If they believed that, then they’re leaving future profits on the table by not scaling up production to meet demand.


  • I think they lost the appetite for loss leading around the time the PS4 and Xbox One came out. I have no insider information, but this is what I tend to hear from those that do. Nintendo famously doesn’t loss lead, and that’s a long standing policy, but the latest word on Switch 2 is that their price increase keeps them profitable but with smaller margins than they had when it initially launched.








  • If you like AC’s museum mode, you might be into Kingdom Come: Deliverance 1 and 2. The first game is a bit janky at times, and some of the characters are fictional, but there will be a pop-up video-esque prompt to let you know what the real history is, what they changed, and why.

    Also, I haven’t gotten around to playing it yet myself, but I’ve seen people learn a lot about space missions second hand via Kerbal Space Program.