Hey that cat is actually a known leaker amongst Microsoft stuff.

Dunno how he does it but he gets access to files, videos, etc. before their announcement.

To me at least, the publishers that make the most sense would be:

• THQ Nordic (Owners of IP's such as Destroy All Humans, Darksiders, Kingdoms of Amalur, Biomutant, MX vs ATV, Wreckfest, and Giana Sisters)
• Sega (Publisher of series such as Yakuza, Sakura Wars, Sonic, Total War, and Football Manager)
• Koch Media (Owner of IP's such as Saints Row, Timesplitters, Dead Island, Homefront, Kingdom Come: Deliverance, and Red Faction)

Out of those 3, I'd say that Koch Media is the least likely considering that Kingdom Come is being removed from Gamepass soon, if MS had just signed a big Gamepass deal with them than Kingdom Come on Gamepass would have been renewed for a longer period on Gamepass. Sega is probably the most likely of the 3, considering they've already praised the performance of both Yakuza and Phantasy Star Online 2 on Xbox, and already had a partnership with MS rumored a few months ago.

Sony wouldn't have enough left over after the timed deals they've already made to be able to afford Starfield, GTA, or CoD. FF16 is a sure thing for Sony at this point. Suicide Squad could happen, but I'm doubtful, does Sony really need both Avengers exclusive DLC and Suicide Squad timed exclusivity, don't see what it would do for them when they already have a 1st party superhero series, Spider-Man. 

PS2 era of domination I guess. The wording from the insider said like well known multiplat. Watch it be some dumb mode, like MUT mode, or some COD MP thing. But yeah FF 16 is for sure a timed exclusive in some way for PS5. Willing to bet my account on it  

I still find it difficult to believe they could have anything bigger than FF16. Look at what they've moneyhatted recently:

• Ghostwire Tokyo timed console exclusivity- Tango's last game, Evil Within 2, sold 1.05m physical on PS4 according to VGC, compared to 390k on XB1, with digital taken into account, probably something like 1.7m PS4 vs 600k XB1. Not too expensive for Sony to compensate Bethesda for a game that probably would have sold less than 1m copies on Xbox even if it released day one on XSX.
• Deathloop timed console exclusivity- Arkane's last 2 main games were Dishonored 2 and Prey. VGC has Dishonored 2 at 1.97m PS4 vs 860k XB1, while Prey is at 1m PS4 vs 450k XB1. Both sold more than Evil Within 2, so Sony likely will have paid Bethesda more for Deathloop than for Ghostwire, but both would still be relatively cheap.
• FF7 Remake 1 year timed exclusivity and Project Athia probably 1 year timed exclusivity- FF15 sold around 3.5m on PC and XB1 combined as far as we know, compared to about 6.4m on PS4, considering how much stronger FF sales are on PS, it probably wouldn't be super expensive for Sony to get timed on FF7 Remake parts or Project Athia (which was originally being directed by FF15's director before he buckled under the pressure of AAA development and quit).

Now compare that to the rumored moneyhats so far:

• Street Fighter 6 timed exclusivity- Street Fighter 4 sold over 9m across all platforms, compared to 4.5m so far for Street Fighter 5, though it is worth noting that Street Fighter 4 got Super and Ultra Edition re-releases that boosted it's sales considerably. If you compare only the highest selling version on each platform, Street Fighter 4 sold about 6.5m compared to 4.5m on Street Fighter 5. However, Sony got SF5 exclusivity for cheap by agreeing to cover the development budget for the game, because Capcom was nearly bankrupt at the time. However, Capcom's money troubles are no more, so one would imagine that it would cost Sony a good bit to keep SF6 off of Switch and Xbox Series, even if only for a year, though still not a ton.
• Final Fantasy 16 timed exclusivity- Similar situation to the above on FF7 Remake and Project Athia. The fact that FFXV sold more on PS4 than on PC and XB1 combined really helps Sony in their negotiating for timed exclusivity on future FF games. 
• Silent Hill full exclusivity- Considering that the cancelled Kojima developed Silent Hill game was originally going to be PS4 exclusive, this isn't really a surprising rumor. Silent Hill has never been a huge seller like say Resident Evil, it likely wouldn't cost Sony all that much to get this even as a full exclusive.

So, looking at what Sony has hatted so far, and what they're rumored to have hatted, most of it is fairly cheap. They're only paying to keep Deathloop and Ghostwire off of Xbox for a year, both are on PC day one, and neither are games that would have gotten a Switch port since they next-gen games and simply couldn't run on Switch without massive downgrades, Sony had to keep them off Xbox only, and previous Arkane and Tango games weren't huge sellers on Xbox anyway. FF games are already huge sellers on PS, so it likely wouldn't cost Sony a ton to keep these off of PC and Xbox for a year. Silent Hill wouldn't be expensive to get at all.

These insiders seem to be hinting at things that would cost crazy amounts of money. GTA 6 timed on PS5 is pure insanity to suggest as a possibility, MS had to pay $100m to get timed exclusivity on GTA 4's DLC alone back in 2007, and that was when GTA sales were like 20m lifetime, now they are at 135m lifetime, to get 1 year timed on GTA 6 itself would probably be a $1b deal or more most likely. Something like CoD or Starfield could end up costing upwards of $350m to get 1 year timed on I would imagine. I just can't see Sony throwing that kind of money around.

Any series that sell less than 10m lifetime are probably open season for Sony right now, but I will be truly shocked if they hat any series that sell more than 10m lifetime.