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Most of the comments here focus on Microsoft, Sony, and gamers; I'd like to (indirectly) bring the traditional cable co into the discussion.

Last semester several Comcast reps gave my class a presentation which included a summary of their media strategy, a demo of their new cable TV platform/cable box, and a Q&A section. Their new cable box (a small, black, ATV-like 'dumb' set-top box) is progressive: it has a modern UI, connects to the Xfinity cloud platform, and can be updated through software rather than hardware changes.

However, one student asked their VP of Media Acquisition a simple question: "Who is your biggest competitor?" His answer shocked us.

"Microsoft."

At the time (~March), he told us Comcast expected Microsoft to stage a coup to claim "input A," the consumer's primary content interface. Traditionally, consumers would have their cable boxes plugged into input A and their gaming consoles plugged into input B. Microsoft, he said, would attempt to take over input A by including a cable jack in the back of the Xbox and offering live TV alongside streaming/web browsing/apps/games.

Looks like he was spot on.



Yeah. As soon as I saw CBS (which weirdly, was first presented in the context of the voice-activated command feature), I knew it had a pretty good chance of taking over the "input A".




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