ONE37pm: I also fully believe in mobile gaming esports. Is there any attention there when it comes to cloud gaming at all?
Andrew Bennett: What's nice about picking a use case like cloud gaming to build your future network around is cloud gaming is a pretty high test use case. There's not a lot of things, other things that can't be done if you're building around that. I think one of the really interesting things about that cloud gaming network is the fact that it's great for content creators too, right? I mean you've got AAA gaming titles that previously you could only have in your living room or on your PC. Now it's wherever you want it and you can take all that content creation from your living room or your PC or wherever you are right there with the game on the device. And so we think it's going to change a lot. If you think about the late stages of having a web browser on your phone, did you ever use it?
Terrible, right? Maybe you could watch a video on your phone. Nobody ever thought to watch a video on 3G. But then the way that we talk about it, it's like stepping out onto the ice, right? Everybody's worried, everybody has a bad video experience on 3G or a bad browsing experience. So they're like, I can't really trust my phone to do that.
I think we are starting to get there with cloud gaming where people are like, "yeah, I've seen cloud gaming before or whatever and it's a little stuttery, there's some latency." We're starting to get into those stages as we're rolling out this 5G network where people are picking up the device. I mean, we've had conversations. People are picking up devices and going, "wait a second, my phone can do this, my network can handle this." And so that's a really cool moment where we feel like we're sort of in those early innings where video was like "there was no video on the network" and then it was like almost overnight, it was all people wanted to do.
And we believe that. Think about cloud gaming and just streaming in general and content creation - people are sort of like slowly but surely stepping out onto that ice, and we think there's going to be a big uptick and we want to be the network that's there when that happens. And as the peripheral ecosystem evolves too right, it gets more and more interesting. Like, SteelSeries has been a great partner for us. The other part of the equation is, well, I don't know that I really want to control on my iPhone or on my Google Pixel or whatever, but now there's a controller ecosystem out there. It's super easy to plug into your phone and take with you wherever you go. And so it's all sort of evolving together at the right time.