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He argues that Xbox could do terrible things such as timed exclusive content, something which Sony already does.

He tries to discredit Minecraft by arguing that foreclosing Minecraft on PlayStation would have had little effect on PlayStation compared to foreclosing CoD on PlayStation.

He uses Stadia and argues that Stadia's failure provides evidence that entry into Cloud Streaming Services is challenging, even for "well-financed companies".

Lol I feel like this hurts his argument, if even well-financed companies are struggling then how the hell will low-financed companies be able to afford the likes of CoD and such without this Microsoft deal, this 10 year deal to many Cloud companies will basically be a lifeline for 10 years to allow them to grow their business and hopefully then in the future be able to afford other large titles.

If people think Activision as an independent company will give their titles for free to these indie cloud services then they don't know nothing about Activision.