This week we talk about Sony, Nintendo, and the Playstation.
We also discuss Grand Theft Auto, the 3DO, and digital dark ages.
Recommended Book: 3 Days, 9 Months, 27 Years by John Scalzi
Transcript
The earliest video game consoles that were made to be used in the home, as opposed to being set up in an arcade, were hardwired like their arcade kin. That means rather than being able to play a bunch of different games, they were basically just single-game boxes: you would buy a machine that allowed you to play Pong, for instance, and if you wanted to play another game, even by the same maker, Atari, you would have to buy another whole console with its own screen, controls, etc, to do so.
That was the state of the art in the early to mid 1970s. By the late-70s, the concept of swappable games became reality with the introduction of what are called ROM cartridges. ROM stands for read-only memory and is a type of storage common in computers and other devices, which allows whatever you store on it to persist, which is a contrast to RAM, which is the type of memory that determines how much you can do on a device at any given moment, and which disappears when the device is turned off.
So these ROM cartridges were kind of like the portion of the hard drive that’s used to boot up your computer, storing the bare-basics of the system so it can be initialized and understand how to run all the other software that builds upon that baseline. And that memory was stored in durable, plastic cases that made them usable by ordinary, non-techy people. You could buy a game and handle the cartridge, popping it into your game console hardware and removing it, to make way for another game, over and over and over again, and that use would be unlikely to damage the ROM chip.
This same general format was flexible enough that it lasted through the mid-90s, the capacity of the ROM chip continuing to grow as the associated tech improved, and the capabilities of the central console hardware that used these cartridges became more sophisticated. Upgrades were slowly added to the innards of the plastic case, as well, including things like battery backups that enabled saved games, and the Super Nintendo’s Super FX chip, which enabled 3D graphics that would have otherwise been impossible with the contemporary state of the art.
The next generation of gaming consoles relied on another medium, though, and one that had several benefits over the long-lived game cartridge.
CD-ROM discs, which were flat, circular, and contained information that was encoded and read with lasers, had been around in some form since the late-1980s, and were even used in a few early gaming consoles, like the PC Engine CD-ROM, which barely anyone bought, and the Sega-CD add-on for the Sega Genesis, and 3DO consoles, which a few more, but still relatively few people purchased.
The release of the first Sony Playstation, now known as the PS1, in 1994 changed that, though, and this shift was partially the result of Sony’s impressive game lineup, but was also due to the strength of the CD medium. Each CD-ROM could hold 650-700 MB of information, which was more than 100-times the capacity of the competing Nintendo 64’s cartridges.
There were downsides to this new standard; CD-ROMs were less durable than plastic-encased cartridges, and they were very slow to load, as well, because information stored in ROM chips could be more or less instantly booted, while the info stored on discs had to be spun up and read first, resulting in sluggish load screens throughout the gaming experience, and especially on the initial boot-up of the system.
That said, the far superior storage, and the dramatically reduced cost of these laser-etched discs—cartridges could cost $15-20 apiece to manufacture, while CD-ROMs often cost pennies apiece—that triggered a rapid transition in the gaming world to this new medium. Handheld consoles stuck with cartridges for a lot longer, due to the nature of the use-case and difficulties associated with trying to use spinning discs in portable hardware, but everyone else moved to discs pretty rapidly, after Sony proved the utility of the model, and many aspects of video gaming were upgraded as a result of all that additional storage capacity.
That capacity continued to grow as CD-ROM were replaced with DVDs, which could hold 4.7-8.5 GB per disc, again, up from 650-700 MB; the industry made that change in the years 2000 and 2001, with the PS2 and Xbox consoles. And then in 2006, the PS3 moved to Blu-ray discs, which could hold a whopping 25-50 GB per disc, once again resetting gaming expectations—though Xbox stuck with DVDs, and Nintendo’s Wii, Wii U, and Gamecube consoles used proprietary disc formats that had a lot lower capacity compared to their competition.
Leading into the 2010s, even those Blu-rays were straining under the weight of some big-name, AAA games, some of which required multiple discs and mandatory hard drive installs from those discs, because the scope of these gaming worlds and their high-end graphics required just a stunning amount of space.
Video game companies had already started making the shift to digital products in the early 2000s, though, Xbox Live Arcade and the Playstation Store emerging in 2005 and 2006 respectively, and Steam, which popped up in 2003, was making digital downloads for games common on PCs several years earlier.
Digital became even more popular in the 20-teens, and in 2020, digital sales of console games surpassed physical sales for the first time. The PS5 and Xbox Series S shipped console versions without disc drives for the first time, and many physical games became basically methods of checking a game’s license, to ensure it’s not pirated, because the discs installed the game on the console’s hard drive, just like a download, anyway.
What I’d like to talk about today is the perhaps natural next step in this transition: a recent announcement by Sony that they’ll no longer be making disc-based Playstation games beginning in 2028, and why some critics are calling this a worrying and anti-consumer move.
—
On July 1, 2026, Sony announced that’s it’s going all-in on digitally delivered games. It will halt production of game discs beginning in January of 2028, and after that, customers will only be able to purchase new games digitally, via their Playstation Store and retailers.
This follows another recent announcement by game company Rockstar Games that their massively anticipated Grand Theft Auto VI game, which is set to hit digital shelves on November 19 of this year, will not be available on disc at all; it will be downloadable, and the physical copies customers can buy in stores won’t be physical copies at all: it will be a box with a download code inside, which amounts to the same thing—you use the code to download the game, exactly the same as if you had bought it online, but with packaging for that code.
That’s a big deal because the Grand Theft Auto series is one of the biggest and most popular series in gaming history; other game makers have been scrambling to adjust their own release dates so as not to overlap with this new, highly anticipated game’s release; it’s expected to be an absolutely massive moment in the gaming world when this new entry in the series finally lands.
That said, the writing has been on the wall for the transition to digital games for a while, now. Game company Capcom recently announced that 93% of its game sales were digital in its last fiscal year, and other companies have reported similar numbers; it’s currently around 85% for Sony. As a result, many consoles are now shipping models without disc drives, and some, like the recently announced Steam Machine, don’t even have a disc-drive version.
Digital games are also cheaper to make because the company behind them only has to provide download keys, rather than having to pay some amount for each and every physical item produced, packaged, and shipped, and these companies, and the retailers that sell their game…
This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit letsknowthings.substack.com/subscribe



