I don't think so. The problem they have is no games. Sure you'll say "but they bought..." when that doesn't guarantee a damn thing. Rare anyone? Personally the only thing I'd miss is Doom. Burned out on Dishonored and Wolf. Prey was neat but I dunno what they'd do for a sequel. Haven't played anything else. Anyways, since their catalog relies so heavily on BC it's easier to try digital even though they got shot down once before. (Have they learned nothing?)
Companies know it's suicide to go all digital, everyone has media coming next gen. Unless prices drop dramatically the market isn't going to wean off discs for a long time. I can see a couple reasons why it may benefit then to trade optical media for carts. Like I said before as long as we have this option I'm ok with it. As soon as we lose control, forced to be always online, I'm done.
*Cards aren't that pricey. They aren't as cheap as burning discs but what does a 16-32gb card cost now? That's plenty for the majority of games. Ramp up production and the bulk costs won't be high at all.
Hahah, you are like that guy who always says "the Switch has no games". I mean, he can say it, but that hasn't stopped Switch from breaking all kinds of sales records.
They just bought 8 studios with Bethesda being the most important one. That is authentically a big deal. That basically means their first party output is comparable to Sony now. id software is actually an important studio too. They created the FPS genre, and that still means something to a certain set of gamers. And yet Bethesda is still even a bigger deal than that. I personally hate Bethesda RPGs, but I still find people in RL who say Skyrim or Fallout is their favorite game. These games have appeal and name recognition with people who are unaware of 99.9% of games out there. And obviously you can find tons of people on the internet who love these games. Skyrim has sold over 30 million copies. That is a big deal.
I don't even like defending Microsoft, but what you said is pretty ridiculous. You might as well have said the sun is purple. They are going to have games, and the Bethesda games are definitely killer apps for Gamepass. People are going to get Gamepass just because of the games it will have. You can deny it if you want, but you're going to end up pretty shocked when subscriptions go up for Gamepass when the latest Bethesda game gets released.