Choice quote:
Satya Nadella has made an incredible number of bets and invested an incredible amount of money and credibility in the transform model AI future. Xbox, like a lot of businesses that aren’t the core AI business, is being sunsetted. They don’t say that, but that’s what’s happening. I expect that the new CEO, Asha Sharma, her job is going to be as a palliative care doctor who slides Xbox gently into the night.
Every company does that in this world, but part of the arrangement was for the product/service to increase in quality/quantity. They grow bigger by being better, and can use that bigger to get more better.