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Shaunodon said:

So about two-thirds of their software revenue comes from third parties based on your estimate, the large majority of their income, not simply a tool to sell units and first part software.

But the more impactful part is that right now third parties are over 80% of games sold on the system.

Forget worrying about selling first party games for revenue, PS owners would lose 80% of the games they buy, and that's not even including Fortnite and other live-service/f2p games which account for a lot of PS user activity.

What the hell would they even do with the system at that point?

But conversely, Xbox and PC take all the third parties Playstation gets and people still choosing buying PS5 over Series S/X in a proportion that will end the generation 3:1 in favour of PS5. More than half of their best sellers being first party is a sign there is a dedicated audience specifically for Sony first party games, players who still buy third parties ocasionally but owns a PS5 for Sony's games in mind. This audience is probably something between 20 to 25 million players. This is the best I think Sony can move on the back of their first party games only