I mean, I don't think people understand the sheer scale difference between Sony and Microsoft / Google / Amazon / Apple. Game Pass is their Netflix, and they're buying a giant studio to make sure that their streaming service has the shows (games) they need. I honestly think MS' long term plan is to get Game Pass onto Playstations.
I could buy into that, Microsoft planning on becoming the biggest producer / provider of video game based digital content vs trying to win a console war.