I disagree.The mindset of all data and no human flourishes is one that's deleterious to everything it touches. And MS will spiral unless they eschew it.
Gamepass is solid, but as Scott Galloway pointed out years ago in one of his "in the digital age" videos, the trend of streaming content has long been a matter of throwing good money after bad, in the hope that it'll become a defacto monopoly whereby you can then charge whatever you want. And it keeps not working, with streaming services taking loss after loss. Hell, it took a pandemic to make Netflix profitable for a handful
Maybe MS will crack the code. But I'm not convinced having all of their eggs in this one basket is wise. Especially as we may well be seeing something of a sea change, in which consolidation and monopolies will face increasing scrutiny and challenges over the coming decades.
Hopefully they pivot, and try to compete in areas other than Gamepass, because the console industry can't afford to only be Sony and Nintendo. I'm just not convinced they can move past the rich kid mentality of flashing cash to be popular.
Remember, Microsoft, you're making art, not just metric generation mechanisms.
We see in music that multiple streaming services can thrive without much issue. I think the problem industry is movie/tv streaming. Content is extremely expensive with an episode of tv (30minutes) costing millions of dollars to create. and weeks of work. Movies take 3-5 months of filming and cost tens if not millions of dollars to create for roughly 90-120minutes of content. When you look at video games you get a lot more hours per $ used to create the content. Some games can have very small budgets but players could sink hundreds of hours into it.
As for MS , they are much more than game pass, that is just one way to drive growth. They will continue with consoles and are in the process of purchasing a huge gaming company to bolster their offerings and market postion