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That's assuming people play games in well-defined shifts. I find it more likely to have 8 users play between 8pm and 11pm and zero users for the rest of the day.


Time zones are a thing.


Games are latency sensitive and thus region sensitive. Multiplexing opportunities here are poor. Stadia is a terrible idea business-wise as Google has defined it.


I'm on the fence on Stadia - compute hardware prices keep dropping like a rock. What if we see viable $200 gaming rigs in 10 years? But I digress

Google can utilize dark GPU hardware for numerous tasks. For example, YouTube video transcoding, ML, and Cloud batch processing.


> What if we see viable $200 gaming rigs in 10 years?

Games, like websites, seem to expand to fit the available space. Today's smartphones would beat a ten year old mega-powered gaming PC.


Our two positions are not mutually exclusive. The price of even a top-line gaming rig could drop significantly over the next 10-20 years.


Latency is, too, especially in things like first person shooters. Someone in LA doesn't want to be using surplus GPUs in NY for Call of Duty.


Sure, but if they can spot-price other loads on them the rest of the time, I could see it working out.


But they don't, that's the point.


Don't forget weekends vs weekdays.




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