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They need to buy CD Projekt Red. This would give them a unified trans media strategy that encompasses games, TV and new formats like virtual reality.
Any particular reason for CD Projekt? I don’t think they would be a good fit for Netflix as they focus on one large game at a time, which wouldn’t be great for a subscription model. They also don’t have anything to do with VR AFAIK, and are currently in hot water thanks to CP2077. Perhaps multiple smaller indie studios and developers could be bought to make games with Netflix IP.
They're probably referring to GOG, which is owned by CD Projekt. Purchasing CD Projekt would give Netflix the distribution rights of the GOG catalogue.
GOG is the best Digital Game store right now, I really hope Netflix doesn't buy it and screw it up.

I don't know why anyone would want that. I love my one-purchase DRM-free games. I hate the concept of streaming games.

There's already a bit of a connection- Netflix has the Witcher show, CDPR has the games (and are building some crossover DLC apparently)
I don't see that Netflix has any advantage here compared to something like Stadia.
Sounds like Netflix is going the Disney route in finding more ways to monetize its IP. The IP is the advantage.
Seems like merchandizing with posters, t-shirts, and action figures would be the quicker, easier, least risky way to do this.

Video games (which compete both in IP _and_ gameplay) seems like a much riskier proposition, relatively speaking.

It's deceptively tricky to build out this kind of strategy. IP builds product awareness, but it doesn't lead to a sustained gaming audience, which needs something more akin to a platform strategy per franchise(a Madden, Mario, Guitar Hero, GTA, etc.) - you don't want to just make a "Stranger Things" game, because even if it's a deeply realized experience, it doesn't loop into another franchise in the way that, say, playing a Queen song on Guitar Hero will lead you towards seeking out the game's recommendation for other songs; neither will it have the kind of premise that is as self-contained and enabling for player projection as a GTA.

Netflix has become known for optimizing content against the algorithm's feedback and not really letting a show run to a natural conclusion before killing it. This is going to be troublesome if applied directly to gaming, since it won't create platform reinvestment.

Until I see more announcements I'm going to guess that this will turn out like Amazon Game Studio - lots of investment without results.

They have a big existing subscriber base.
That isn't an automatic indication of them having any real success. See Instagram's attempts to become Tick Tock. Their failures would be pathetic if I mourned their decline.
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