This is wrong.
They couldnt afford for Starfield (a brand new IP from Bethesda) to go Sony exclusive because this wouldnt benefit the brand in any sense of the word. From Gamepass to consoles to their cloud initiative, etc. You gravitate to consoles because, again, you think its the ONLY metric for success. It just isnt. Not anymore.
Microsoft figured out long ago that they couldnt compete for console sales with Sony and Nintendo as both companies made consoles their bread and butter over the span of decades. Both companies have mastered the traditional business method when it comes to consoles.
So, they figured out how to compete on an entirely different path with software and more importantly, Gamepass. software is Microsoft's bread and butter. Since then, they've been increasing their revenue with their own business model - a page out of their own playbook. They were never gonna beat Sony or Nintendo at their own game. Now, you see them growing Gamepass, buying developers and publishers to feed the same machine. What's happening now is their revenue is increasing. By adding ABK (mobile) to the game with so many billion dollar IPs, the revenue is about to skyrocket - even past Sony for top revenue in the gaming business. When ABK and Bethesda were acquired, they weren't simply buying publishers, they were cementing their own business model as viable and profitable, even moreso than their closest competitor. GaaS games have ALWAYS been on the menu for Xbox, as well. This new business mode Microsoft has introduced is the "gaming landscape" thats changed people, are talking about.
Sony has been learning this. Again, this is why they are now offering their own games on PC. Their trying to grow their own brand from depending exclusively on consoles as that business model just isnt sustainable anymore. You hear developers talking about how it just isnt sustainable to depend on simply single player games. GaaS HAS TO become a part of the equation as well.
So, yes. the game has changed, exponentially. And though many may not agree, Sony is behind in it. Still a great steward in this industry but, they need to get busy. and I say that as someone who prefers Xbox but still want Sony in the game for years to come.