<![CDATA[Replay Value Podcast]]>
www.replayvalue.net]]>https://www.replayvalue.net/podcastSubstackSun, 09 Aug 2026 07:44:17 GMThttps://api.substack.com/feed/podcast/1926937.rssAnthony SheltonPrecise analysis for people who love talking about video games.episodicAnthony Sheltonanthony@replayvalue.netNo<![CDATA[Did Capcom confirm physical game discs ending?]]>Capcom told investors that they wouldn't be impacted much by the death of physical games. It's an unfortunate truth, but that's I think it's important to fight for a digital future that includes ownership.

Share your thoughts: https://www.speakpipe.com/replayvalueDeath of Physical Games Will Not Have a 'Significant Impact' On Sales, Resident Evil Publisher Capcom Says

Death of Physical Games Will Not Have a 'Significant Impact' On Sales, Resident Evil Publisher Capcom Says



Get full access to Replay Value at www.replayvalue.net/subscribe]]>https://www.replayvalue.net/p/did-capcom-confirm-physical-gamesubstack:post:210141158Thu, 06 Aug 2026 23:15:19 GMTAnthony SheltonNo354<![CDATA[What's next after the EA acquisition?]]>EA is officially owned by the Saudi Arabia Public Investment Fund, private equity company Silver Lake, and Affinity Partners, run by Donald Trump's son-in-law Jared Kushner. Now what's going to happen to EA? I think EA will become irrelevant.

What do you think will happen with EA? Feel free to share your thoughts with a voice message and have a chance to be featured in the next episode: https://www.speakpipe.com/replayvalue

Reads

https://www.cnbc.com/2026/08/05/saudi-wealth-fund-jared-kushner-ea-sports-deal.html

https://www.gamesindustry.biz/electronic-arts-completes-55bn-acquisition-ceo-announces-senior-leadership-changes



Get full access to Replay Value at www.replayvalue.net/subscribe]]>https://www.replayvalue.net/p/whats-next-after-the-ea-acquisitionsubstack:post:209969049Wed, 05 Aug 2026 18:53:06 GMTAnthony SheltonNo516<![CDATA[Could Xbox's disc-to-digital program be the future of a digital secondhand market?]]>Rumors are swirling about Xbox's disc-to-digital future. The specifics are up in the air, but Xbox is certainly doing something. I think it could pave the way for a digital secondhand market.

Do you think a digital secondhand market is possible? Share your thoughts with a quick voicemail: https://www.speakpipe.com/replayvalue

Leak concerning Xbox One and 360 games: https://x.com/eXtas1stv/status/2084103712796975121

The Verge's reporting on Xbox's disc-to-digital initiative:

https://www.theverge.com/report/960173/microsoft-xbox-disc-to-digital-feature-physical-game-collection

https://www.theverge.com/games/974544/microsoft-xbox-360-games-pc-disc-digital-program



Get full access to Replay Value at www.replayvalue.net/subscribe]]>https://www.replayvalue.net/p/could-xboxs-disc-to-digital-programsubstack:post:209836192Tue, 04 Aug 2026 20:11:41 GMTAnthony SheltonNo765<![CDATA[Will Asha Sharma reach 500 million Xbox active users by 2030?]]>In a memo to shareholders, Asha Sharma subtly laid out her strategy to reach 1 billion daily active users on Xbox and 500 million by 2030. I think it's crazy, but could actually be possible. Welcome to the first episode of the Replay Value podcast!

Leave a voice message to share your thoughts and potentially be featured in the next episode: https://www.speakpipe.com/replayvalue

CNBC article: https://www.cnbc.com/2026/07/30/microsoft-xbox-asha-sharma-2030-plans.html



Get full access to Replay Value at www.replayvalue.net/subscribe]]>https://www.replayvalue.net/p/will-asha-sharma-reach-500-millionsubstack:post:209728401Tue, 04 Aug 2026 02:46:41 GMTAnthony SheltonNo718<![CDATA[Would Destiny 3 have saved Bungie?]]>I suppose you could consider this a proper podcast. I ask three questions today:

1. Would Destiny 3 have saved Bungie?

2. What is Asha Sharma's plans again?

3. Are Steam's AI disclosures irresponsible?

You can read the stories related to each topic below.

Bungie Is Laying Off 'Most Of' The Destiny 2 Development Team - Game Informer

Updated Xbox Console Prices - Xbox Wire

Epic Games CEO says it’s ‘really irresponsible’ of Steam to make studios disclose AI use - VGC

Tim Sweeney on the future of games, AI, and whether Valve will ever join forces with Epic: 'It's now clear that nobody's going to end up with an absolute monopoly' - PC Gamer



Get full access to Replay Value at www.replayvalue.net/subscribe]]>https://www.replayvalue.net/p/would-destiny-3-have-saved-bungiesubstack:post:203744449Fri, 26 Jun 2026 22:35:58 GMTAnthony SheltonNo3170<![CDATA[Should Microsoft spin off Xbox?]]>It's reported that Microsoft may spin off Xbox. Should they?

Also, a lot of layoffs are happening and potentially will happen. I wrote a story where I talked with developers about if there is a light at the end of the tunnel. They had a lot of interesting things to say. I learned a lot, and I think it would be good to read.

It requires a free sign-up to read, FYI.



Get full access to Replay Value at www.replayvalue.net/subscribe]]>https://www.replayvalue.net/p/should-microsoft-spin-off-xboxsubstack:post:202468843Wed, 17 Jun 2026 19:31:58 GMTAnthony SheltonNo887<![CDATA[Is Asha Sharma making smart moves?]]>Asha Sharma, the CEO of Xbox, executed Order 66 on Compulsion Games, Double Fine, and Ninja Theory as part of her "reset." Is she making smart moves?



Get full access to Replay Value at www.replayvalue.net/subscribe]]>https://www.replayvalue.net/p/is-asha-sharma-making-smart-movessubstack:post:202213485Tue, 16 Jun 2026 17:02:00 GMTAnthony SheltonNo1082