Passionate people don't work for Microsoft. They can buy teams that sued to be passionate, but that is a company where people go to make money for as long they keep getting paid. I don't know if it's a big company versus a small company dynamic because clearly Sony keeps getting good output from their studios.
I'm not here to defend Spencer but let's be clear, the problem is Microsoft itself, and replacing Spencer likely wouldn't turn things around when it's Nadella and the shareholders that keep running things. I do think that Phil has a least tried to do the right things at times. Halo Infinite wasn't ready for the Xbox Series S/X launch despite being in production for a decade or so, that must have hurt them tremendously but he gave them more time to finish it. Redfall should have been cancelled a long time ago but he probably thought that they could still make it work. There are undoubtedly major problems with leadership at Microsoft, but you can also clearly see that some studios keep letting them down.
Buying studios is not the answer because nobody sells when they're at the top. Bethesda was sold to Microsoft because they were coming off of numerous underperforming games: Fallout 76, Rage 2, Doom Eternal, Wolfenstein Youngblood. None of these games hit for Bethesda, the signs were there that they were slowing down and that's why they sold out. How Microsoft though that Starfield was going to be a big hit when all of their other games kept failing is one of those things that is just hard to understand.
The same thing is happening with Activision. Call of Duty is selling for now, but at least I haven't seen much enthusiasm for the recent entries. There's going to be a point where people will say "I've bought every CoD game for the past 15 years, maybe it's time to move on", and new players aren't interested in it because it's not Fortnite. And don't get me started on the sad story that is modern-day Blizzard.
I don't have the answers. I'm glad that they did the backwards compatibility thing, and hopefully they'll go back to add more titles to it, so that regardless of their future output I can at least play Crimson Skies, Blinx the Time Sweeper, Red Dead Redemption, Banjo Kazooie Nuts and Bolts and Fables 1-3 on it.
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