Microsoft will open Xbox Cloud Gaming to non-Game Pass users via a pay-as-you-go model; Ultimate subs will be limited to 15 hours per month of cloud gaming
THE SO WHAT
Microsoft capping Ultimate subs at 15 hours of cloud gaming while opening pay-as-you-go access is a move to meter heavy users and monetize casuals without requiring hardware. For any subscription business with high marginal costs, this is a template: segment by usage intensity and push the heaviest users into variable pricing.
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