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Twitch in essence is a giant ad for Prime. That's it. It's doing exactly what they want. It's a terrible business to try and make profitable as its own silo, which is why mixer et all have failed.

The only thing happening with GME is some opportunistic behavior around their sudden unexpected ability to raise speculative capital. Jeff Bezos himself could take over GME and there is zero chance it's going to become some sort of online ecommerce competitor to steam. They have absolutely no comparative advantage for that. All that's happening is GME management finding every way they can to redirect this influx of cash into their bonuses.



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