GAAS has a change the way companies view things, for example, Valve no longer releases games like they use to do to the fact that they can just sit back and collect money from their GAAS games and from other games.
Sony does the same thing, they try to acquire the Warfram publisher, IMO, with this goal in mind. I dont really know how GAAS perform in Japan so i cant say much about the market there.
Ahh, I see what you mean but I'm not sure that's the case when you consider how heavily PlayStation is investing into single player experiences. The only GaaS games SIE has announced for PS5 are Destruction All Stars and GT7 if I'm not mistaken?
My take is that SIE primarily views Japan as a market of developers, which I think Jim Ryan's comments reflect:
"The Sony stance is that the Japanese market remains incredibly important to us. We have not been as excited about the engagement of the Japanese game development community as we are now for many years."
Japanese content has largely existed as a differentiator vs Xbox in the last generation and built a unique audience so that even multiplatform games skew heavily to PlayStation.
As a result the question to them is how much PlayStation can shrink before it affects their ability to have that
exclusive content and the answer is probably quite a lot. Even when we're discussing the "inevitable" decline of PS5 vs PS4 we're only talking going from 9m+ to ~7-8m which won't be above to cause developers and publishers to drop the platform, especially when the platform is going to mega-successful outside of Japan.
I think there's an argument that they're possibly being too passive about it but I think the scenario where the platform completely collapses is unlikely.