Yeah, you know, when I think about who I see as our long-term competitors over the next decade in this gaming category, I think you're going to see the big tech companies that Microsoft competes with in many different areas entering. And you see it. Amazon has
Amazon Game Studios. They have for a while. AWS has a very large workload in the gaming space. Google has just started working on Project Stream. And they are -- you can see the work that they're starting to do to enter this category. Tencent is a huge gaming company.
There should be no surprise of this, both companies have the Cloud infrastructure to scale globally, both have the money and platforms to allow Cloud gaming to happen. Sony has none of this other than PS4. The fundamental fact is, you need data centers in physical locations in other to reduce latency. Microsoft, Google and Amazon are investing aggressively in this field and Sony hasn't anything.
If you want to know why PSNow has a very small availability, lack of global data centers is why.