So Tom Warren's Tweet was from May.
Uncle Phil in June in an interview says otherwise:
Phil Spencer explains whether Game Pass is profitable for them and how they measure the economics and growth of the platform.
opattack.com
I think the above statements will suffice. Maybe....
MS's endgame is to replace most 3rd party titles in the service with it's own productions from their self-owned studios - not all but a sizeable chunk while at the same time providing as much diversity in their games as they are able to.
I guess some folks realize that microsoft of all of the console manufacturers can achieve that, having the financial ability and makes them so "concerned" about their financials and ability to achieve that - that they will fight the product (game pass) which i bet they would love to have, judging from the comments about the PS5 instant collection (which is great), but unfortunately, ultimatately hate because "reasons".
Well they are correct.
They wil be in a state of "concern" for a long time going forward.
If you think about it the more game pass grows the more devs will struggle to get a spot in that (secure financing of the game) improving quality and more exciting gaming ideas while Sony will have to offer/pay more trying to secure their timed exclusivity deals.
Yap thats it. Genious.