CARRiON.FLOWERS: GOG has so much work to do to even be considered a valid threat by Steam. It's not worth worrying about.
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Unless GOG makes some huge game with an MP focus that becomes popular and makes it exclusive on GOG, I doubt Steam will ever see GOG has a huge threat. They'll always be just competition, which Valve never really has a problem with. Just my few cents.
All solid points indeed. You got me thinking a bit about the various main reasons why people use Steam in the first place and touched upon many of them in your post. I went to view the Steam stats page just to consider the game availability side of the equation, ignoring all of the other features available within the Steam platform and client for the moment.
We all know that Steam is the biggest gaming platform for PC bar none, and so the statistics of what games people play on Steam are more relevant than probably any other metric out there as to what it would take for GOG to even remotely become a threat to Steam (and what does 'threat' really mean anyway?). It is worth going down the list of top 100 games there and observing the number of users playing each title in the list from the top down, then looking for the specific games on the list that are also released on GOG and looking at the ranking of that game within the Steam stats list. One also needs to take into consideration recent sales/promos and release status of those games as all of those activities cause certain games to spike in steam stats for a day/week or so too before the game falls down to a more realistic spot on the list once the promotions fade away and the top 10-20 games return to what they are almost day in day out.
Now I don't have the entire GOG catalogue of 1500+ games firmly embedded in my mind, but going over the Steam top 10 games, exactly zero of them exist on GOG.com. From 11-20 on the list, two games that I'm aware of are also on GOG - The Witcher 3, and Terraria. In 21-30 there is 1 more game on GOG - "Stardew Valley". From 31 to 40, there are 2 more games - "Mount & Blade Warband", and "Dont Starve Together". And I'll cap it off with the next batch of 10 from 41 to 50, there is one game - "Prison Architect". Altogether tallying those up, out of the top 50 games on Steam, only 6 of them exist on GOG and none of them are in the top 10.
When you look at the number of gamers playing the top 10 games on Steam, the total number completely dwarfs all other games being played on Steam combined in the top 100 list and quite probably on the entire Steam platform including the 12000 other games that do not show up visibly in statistics.
GOG doesn't produce public statistics like this currently and probably never will because they couldn't do it accurately anyway without requiring people to use Galaxy and requiring those statistics to be mandatory to use the platform - both of which are in opposition to what they envision Galaxy to be all about. However, if they did have those stats, I think it is safe to say that there are more people playing DOTA2, CSGO, Team Fortress 2, and Grand Theft Auto 5 on Steam than everyone everywhere in the world playing games on GOG period. In fact there is possibly even more people playing those mentioned games on Steam at any given time of the day than GOG has customers, including all customers, not just those actively playing something at a given time.
There's just no way imaginable that GOG could get that many customers unless they had competing games that were as popular as the ones drawing people to Steam. It's important to note that 3 of those games are owned by Valve, two of which are free to play and I believe all 3 of them use in game microtransactions, none of which would go over well with the GOG audience to say the least. Also, the Sun will expand in size to engulf the earth before a game like GTA5 ever comes to GOG, with Rockstar being probably the most pro-DRM company that ever existed on earth. :)
It is those games that bring in the majority of Valve's revenue from what I understand, and the entire rest of the 12000+ games they offer as well fill in the rest. GOG has about 1/10th the number of games, almost none of them have a viable competitive multiplayer which is what the widespread masses on Steam generally go apeshit over (although there are popular SP titles like FO4, Skyrim and others too).
But as GOG grows as a business and becomes more successful - so does Steam. They are both growing moving targets. Considering all of these factors and many others GOG is unlikely to be any kind of viable threat to harming Valve's business. To be honest though I'm not even sure that GOG even intends to do that. GOG is trying to carve themselves a niche in the market and they're doing so quite successfully from everything we can see from the peanut gallery anyway. GOG could do what they do now and constantly improve it for 5/10/20 or more years and still be very highly successful even if Steam grows by the same amount or more in the same time.
I don't see GOG as trying to destroy Steam or knock them out of the market or harm them really, and I don't see Steam as even caring much about GOG at all as I don't think GOG ultimately makes any real dent in Valve's business because while they have overlap, the two cater to completely different kinds of gamers on the large scale of the customer base IMHO. Over time GOG will likely appeal to more and more people and increase the overlap, but I just don't see GOG/CDPR ever releasing a DOTA2 killer, TF2 killer, or CSGO killer in-house and exclusive, which is what it'd take to even get on that radar remotely IMHO. I don't even think that even attempting something like that is even a remote idea on GOG or CDPR's business plan to be honest.
The day GOG tries to kill Steam or be a threat to Steam is the day GOG loses sight of what it does best and probably ends up killing itself by bad decision making. Valve wouldn't need to even realize it is happening let alone respond to it or care.
GOG should just keep doing what GOG does best and watch their platform continue to grow. They've got a certain type of gamer here and they can expand and shape that to something new that appeals to a particular audience that may or may not be served by Steam or otehr platforms out there. That's where they'll shine.
Not sure if Valve is publicly traded or not, but if they are - the day they see GOG as a threat, is the day GOG would be mentioned in their quarterly filings. Until then, I think that this is the biggest indicator of GOG's remote threat to Steam or lack thereof:
http://store.steampowered.com/stats