Valve is running Apple's playbook in reverse
Scope of Valve’s “Reverse Apple” Strategy
- Many see Microsoft as Valve’s primary target: Windows Store, Game Pass, Xbox, and a desire by Microsoft to “tax” PC gaming are recurring themes.
- Some argue Apple and Google are less directly threatened: Apple is focused on mobile/gacha revenue and ecosystem lock-in; Google’s leverage is mobile/YouTube rather than PC.
- Others counter that all platforms compete for the same attention and spend, so Valve’s ecosystem is implicitly competing with everyone.
Apple, Gaming, and Mobile
- Several commenters stress that Apple is heavily invested in phone gaming revenue, even if it ignores “core” PC/console-style gaming.
- Others argue Apple doesn’t understand or care about “real” games, focusing on gacha and mobile instead of deep titles or macOS gaming.
- VR overlap is seen as limited: Apple’s headset targets productivity/AR, Valve’s VR is closer to Meta’s gaming focus.
Linux, SteamOS, and the Windows Threat
- Thread consensus: Valve’s Linux push (SteamOS, Proton) is primarily insurance against Windows being locked down or enshittified.
- Some think the original Steam Machines “flopped” commercially but were a strategic soft launch that enabled today’s Steam Deck and upcoming hardware.
- Mixed views on how far this goes: some foresee Valve eventually offering Apple-like polished general-purpose devices, others think desktop Linux is still too “janky” to rival macOS.
Steam Hardware: Niche, Pricing, and Lock‑In
- Broad agreement that Valve’s devices will stay niche but influential, setting standards and ensuring Valve can’t be excluded from platforms.
- Debate on whether consoles are still sold at a loss; several argue modern consoles are slim-margin but profitable, suggesting Steam Machines could be price-competitive without subsidies.
- Concern that heavy subsidies would incentivize locking down hardware; others note Valve could keep the downloadable Steam client open even if preinstalled builds were more controlled.
Linux Gaming Reality: Proton, Performance, UX
- Many report huge progress: most Steam titles “just work” on Linux/Deck; performance can even beat Windows in some cases.
- Others highlight remaining rough edges: ProtonDB “platinum” ratings often require tweaks; Nvidia drivers and older games can be problematic.
- There’s tension between celebrating Linux gaming’s viability and noting it still leans heavily on Windows builds and Valve funding.
Steam Machines’ Value Proposition
- Supporters see clear benefits vs Windows 11 PCs: console-like simplicity, couch-friendly UI, no ads/telemetry, and seamless access to existing Steam libraries.
- Skeptics ask what problem this solves for the average gamer beyond a well-configured Windows box and whether that market is large enough.
- Anti‑cheat incompatibility and household tech support burden (for kids/spouses) are flagged as major practical barriers.
Platform Power, Antitrust, and Future Risk
- Several comments frame Valve’s strategy as a response to platform “taxation” by Apple/Google and potential Windows lockdown; they tie this to weak modern antitrust enforcement.
- Some warn that Valve’s current consumer-friendliness isn’t guaranteed: a leadership change could “enshittify” Steam just as happened elsewhere.
- Comparison with Apple’s playbook: many see strong parallels (long-term iteration, tight hardware–software integration), with the main “reverse” aspect being Valve’s software-first, hardware-later path.