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Adding a bit more to the discussion on whether game subscription can be "the future", it looks like despite the heavy push made in the past decade, subscriptions only make up 10% of total video game spending in the US.
Link: https://nitter.net/MatPiscatella/status/1747660051269988522
So my current understanding of this is that he's telling us, as consumers, not to worry because subscriptions are not taking over the industry like the industry wants it to. It's working for them, but it's not taking over.