I wish he had given an example. Is he talking about games from Microsoft, or is he talking about what is coming in from 3rd parties?
All I will say is I am not a subscriber of Gamepass and still would prefer Physical copies of games. Still, I do think that many of the games that are only available digitally are only on the system because of Gamepass. Without digital-only releases, some of these games Xbox owners would not be able to buy at all for the system. Octotpath Traveler, Dragon Quest Builders 2, Dragon Quest XI, AI: The Somnium Files, and The Good Life are there because of Gamepass. FUGA, Danganronpa: Trigger Happy Anniversary, Hatsune Miku Logic Paint S, Ender Lilies: Quietus of Knights are there for digital release only. Many of those digital-only releases that are not on Gamepass right now are very likely on the system so they might end up on Gamepass in the future.
How many games are multiplatform but come out on everything except for the Xbox? How many Xbox game releases have Limited Run games done so far? Digital is better than nothing IMO. If you can't get a publisher or developer to commit to a full release of a game, at least see what it will take for them to release digitally. I would encourage Microsoft to at least do that much for their customers. As someone who does not have Gamepass I'm much happier with my Xbox purchase because of its existence. Will I be getting Gamepass anytime soon? No, but I know that I am benefiting from the service. I hoping that did not come across as aggressive or fanboyish.
I agree with what is said here and the last part in particular. I would say building up partnerships is very important. It will help in figuring out what company would be a good fit for Microsoft, or they might find someone who would like to head up a new studio under Microsoft.
It is too bad that during the 360 generation, instead of trying to win Japan, they should have shifted to trying to sustain a base there and market the games worldwide. Unfortunately, they, for the most part, gave up, which I'm sure not only affected Microsoft but all of the companies in Japan that created games for them that generation.