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I would say that outside of a couple of examples, most of Sony’s live service investment is in new IP from newly acquired teams, or existing teams with some heritage in this anyway. So Haven, Firewalk, Firesprite, Bungie… all new devs making live service games, mostly new IP.

And then there’s London Studio’s fantasy action multiplayer game and whatever Media Molecule is building. Both developers that have done this stuff before

It’s making a few bets with existing IP (namely the Horizon game). But it’s mostly doing what’s been suggested. Buying up new projects and teams developing things in these areas

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Yep, though in the Fidelity chat, Ryan seems to particularly favor 'our existing IP going to new live service games' - he says that this is the category that "really excites us", vs. new and unproven IP, even from veteran teams. (I guess that may just be what he plays up to Fidelity, though.)

I also think that 'studio that knows what it's doing but is building a big live game from scratch that it hasn't launched yet' still has a pretty low hit rate in today's market.

(Neither of these points disagree with your points, I don't think! Just some extra flavor.)

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Absolutely. PlayStation will need to leverage all of its channels around PSN extensively, alongside a strong service product, to try and stand out.

I guess my point is they’re doing both.

One of my first jobs in games was testing Warhawk. Now that’s the comeback they need

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