Yes, they are incredible.Don't forget Housemarque.
I was also thinking that PSNow suits a certain type of content. If you want to keep people subscribed you need an episodic type of content and IO interactive with Hitman could do that type of thing.
Telltale games would be another one for PSNow type content.
I also think Bungie would suit that type of delivery method and could do with support of being a first party.
Then for console, full game releases they should have Housemarque, someone like CDPR and Remedy.
Sony are due to make nearly 8 Billion this year and they have over 26 Billion in cash and equivalents, so I really think they should snap up some of the financially weaker candidates right now like Housemarque (as you said), IO and Remedy. All that could be done with debt financing, since debt is so cheap right now.