We all know the discussion, same way is games with gold free as described.
So put that to the side and have the more interesting discussion. And what was the core of his point, the value for xbox/gp gamers doesn't look good for Sony given it was an exclusive and developed by them.
I agree, It's not good value unless you are a hardcore gamer and plan to invest 200+ hours into each title you purchase. Those people exist. But the vast majority of players don't complete titles according to statistics let alone do everything else in the world.
Many games are padded for grind length etc. AC, Witcher etc, just random shit that extends mechanics further and longer making games an astonishing amount of grind that most people don't want to finish.
For the vast majority of players that don't, game pass is good in that case. You get your hours in and if you don't finish whatever, chances are, buying the game didn't mean you'd finish either. But for the few people that can clock hundreds of hours into a single title, it probably makes much more sense to buy it and skip game pass. Chances are you're probably not doing much else anyway so you're saving money buying the title outright.
With free to play games being free, and mostly dominating the play times of both consoles (fortnite, war zone, apex legends, rob lox etc) non-game pass is still the most viable, provided you play these F2P games/borrow/loan on the side to make up any deficits in your boredom. But if you are finding your game expenditures are breaking 250-300 per year. You probably could have saved money with game pass.
Overall, I think it's not going to have much of an effect; the negativity generally comes from people who spend more time twittering/foruming than actually playing the games. Personally I will install and play MLB a bit, just to push the bean counters to supporting more 3rd party launches on game pass. But I doubt I will clock much more than an hour here on it. Though, having said that, if it wasn't on gamepass I would never have paid to play it at all.
Everyone wins here. A good idea to debut new IPs on game pass. Gets more eyes on it, more people are willing to try new IPs on gamepass because the barrier to entry is already paid upfront.
Granted once someone plays 2 full priced launch games (normal sub) or 3 for Ultimate, then I guess they can consider games after that "free" for the rest of that year, but that's still not exactly how that works. 
