I like Microsoft, they are ahead of, in my opinion, Google in the AI race and their recent Xbox Games Show was very strong, with a terrific showing of primarily first party titles due to a slew of major acquisitions recently. Microsoft knows the majority of the money in video games is in software rather than hardware, especially in the current era where many cellphones are capable of playing games with quality unimaginable just 8-10 years ago. Their Game Pass and its growing subscriber numbers are proof of this.
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