HorrorScope wrote on Jan 9, 2013, 18:31: Since they aren't a public company they don't have to live by the growth rules. It's up to them if they want more.
Exactly the steambox doesn't have to stand on it's own feet, it's an extra brick in the foundations. Valve has no public shareholders, they are Innovators. There is a long game being played here. It's almost not fair to listed companies who can't look beyond the next set of results.
They don't even want to touch physical but are having to because it creates a gap in the roadmap as some developments require new iterations of hardware that haven't been forthcoming. The next lightest touch for them is to partner with third parties to fill that gap and enable continuation.