Will growth and innovation come mainly from large companies or smaller studios?
Consolidation by scale
The largest companies will own more of the industry because they have deeper pockets.
And that's why I would say 2/3 will be owned by 2030 by the top companies, because it's, it's really just who has the deepest pockets.
Growth from smaller studios
Market share may sit with large companies, while innovation and growth come increasingly from smaller and mid-sized studios.
While market share is controlled by the large companies, innovation and sort of growth is coming from the bottom and the middle increasingly.
I think it's going to be a creative renaissance. You're going to have this. Any independent developer can go and build, like, they have a huge team and still have. I think they can still have a lot of room for human creativity.