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Shinobi-san said:

Gamepass value is undeniable but its sustainability is what I doubt. I don't think people should be called foolish for wondering where this ends up.

Personally I'd hate to see MS start to lower budget for their big titles because there's not enough budget to go around. At some point gamepass needs to be sustainable in its own right.

"I know there's a lot of people that like to write [that] we're burning cash right now for some future pot of gold at the end," Spencer said. "No. Game Pass is very, very sustainable right now as it sits. And it continues to grow."

https://www.vgchartz.com/article/451506/phil-spencer-xbox-game-pass-is-very-sustainable-right-now/