This is really Sony's fault for relying so hard on third party games to strenght their brand, i dont know if Nintendo was smart or if it was on purpose but putting so much effort on their first party IPs is the best strategy against the new model Gamepass proposes and thats why it doesnt affect them, and they went their own route since the Wii.
Sony has a lot of exclusives and great IPs dont get me wrong, but part of their cake is definetly COD, FIFA and F2P games, at some point if you're playing against a mega-giant like Microsoft, you have to wonder if it really is the best idea to rely on IPs that are not yours...Welp, now that Microsoft woke up i guess Sony needs to think in something innovative, because if not, in 5 to 10 years the market is going to look very different.