Where to now for long term investors of Telstra, page-6221

Benson, I see it as 2 different business model. Here, lets call them 1) Cloud gaming, 2) professional esport stadium.

I prefer 1) Cloud gaming for the following reason.

TLS has the network, infrastructure to make this happen. Its not just the datacenter, its also the connectivity needed. Now, as said before, TLS has searcheable in asia/china POIs etc. This means TLS can leverage its connectivity with cloud gaming overseas. Its also something that TLS don't have to "learn" invest much into compared to 2) professional esport.

2) Professional esport, to me, sponsoring/buying a stadium like you've said is a new ventures for TLS. And we all know how that goes for TLS. I'll say, its not that there is no revenue in that, but I like to think getting an esport stadium is like getting wembley, wimbleton, Lords cricket ground. Its more like professional F1 circuits, yes, there will be marketing opportunity, but its something TLS is not good at. I'll rather they leverage their datacenter/networks on cloud gaming instead. But only if they can partner with google on stadia.