I never said there won't be a "reasonable" subsidy, I said I doubt a lite will be making a profit at $499 (handheld $599), $100 being shaved off from battery/screen is likely a bit too generous... so I wouldn't consider $399 a "reasonable subsidy"it will be huge.
Something which I think all hardware makers will be unwilling to do especially given the usual cost decline likely won't happen in the generation as it happened in past or would way smaller & slower. Even MLID (your reference) has estimations going up to $699 for the handheld based of market conditions. Currently market conditions are bad.
And also the necessary understanding that most will only move to a full fat PS6 or a differentiated/comlimentary device, as they already have a PS5 in some ways as capable as the lite. No need to discuss selling software on contract because no one suggested that and software has no issue selling at $70.
Not really interested in discussing beyond this. Just wanted to explore the reality that a lite wouldn't be very meaningful to PS5 owners (if based on the handheld) and Sony explicitly saying they are exploring "different business" models means more then Subsidising hardware which is not different from what they've been doing, so we ought to pay attention there & let it inform our predictions.
