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Nvidia won, we all lost

(blog.sebin-nyshkim.net)
977 points todsacerdoti | 1 comments | | HN request time: 0s | source
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neuroelectron ◴[] No.44468792[source]
Seems a bit calculated and agreed across the industry. What can really make sense of Microsoft's acquisitions and ruining of billion dollar IPs? It's a manufactured collapse of the gaming industry. They want to centralize control of the market and make it a service based (rent seeking) sector.

I'm not saying they all got together and decided this together but their wonks are probably all saying the same thing. The market is shrinking and whether it's by design or incompetence, this creates a new opportunity to acquire it wholesale for pennies on the dollar and build a wall around it and charge for entry. It's a natural result of games requiring NVidia developers for driver tuning, bitcoin/ai and buying out capacity to prevent competitors.

The wildcard I can't fit into this puzzle is Valve. They have a huge opportunity here but they also might be convinced that they have already saturated the market and will read the writing on the wall.

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1. keyringlight ◴[] No.44469072[source]
As much as they've got large resources, I'm not sure what projects they could reasonably throw a mountain of money at and expect to change things, and presumably benefit from in the future instead of doing it to be a a force of chaos in the industry. Valve's efforts all seem to orbit around the store, that's their main business and everything else seems like a loss-leader to get you buying through it even if it comes across as a pet project of a group of employees.

The striking one for me is their linux efforts, at least as far as I'm aware they don't do a lot that isn't tied to the steam deck (or similar devices) or running games available on steam through linux. Even the deck APU is derived from the semi-custom work AMD did for the consoles, they're benefiting from a second later harvest that MS/Sony have invested (hundreds of millions?) in many years earlier. I suppose a lot of it comes down to what Valve needs to support their customers (developers/publishers), they don't see the point in pioneering and establishing some new branch of tech with developers.