Activision Blizzard - I Don't Love It

The Activision Blizzard acquisition on its own for me is a bit of a low light. Would you have rather spent maybe even go with a meta platform strategy and say we're going to spend $650 billion over the next decade building out cloud gaming? That's a huge technological challenge instead of buying this company. My highlights, switching costs off of software are huge, and I think it makes them extremely competitively advantage. It would not be surprising to me if Microsoft Cloud Division is doing $200 billion in revenue five years from now with solid margins.

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