I gave you an upvote for taking the time to summarize that all.
Here's the thing for me though. It's not that I don't find this wonky stuff interesting, it's just that we have no real insight into anything, because we don't see the numbers.
We have no idea how many games Stern sells. People pretend they do, but they're full of shit.
We don't know the BOM and margins. Is the Pro underpriced? Who the heck knows, we have no data.
The home stuff, is it a flop? See point one, until you can tell me sales you have no clue.
So really, we're all just full of shit and speculating on any of this, and after a while it feels like a circle jerk. No data, no facts, no real conversation.