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Who said MS was the only company that could do it, or that it’s the best path forward to “ensure quality content” or whatever? lol

He clearly said MS is in a unique position because of investments they have already made. Sure Sony can offer a similar service but they wouldn’t be in the position MS is in. Hell, doesn’t Sony have a deal to use Azure?

Idk what you’re talking about in regards to GamePass being most obvious path to ensure the best gaming content possible. But your worries about budget and quality are not based on reality. We sure haven’t seen any drop in budgets or quality yet. And people always ignore the fact that MS and third party companies sell these games outside of GamePass. So not only is that a path for them to make more money in the traditional way but it also means they have to release quality stuff if they want it to sell.