Some other points to consider:
- US$ 70 games: price is more dynamic today. A US$ 70 game becomes a US$ 50 game in six months and eventually becomes a free game. Game Pass is a fantastic deal for sure, but there's an infinite offering of cheap AAA games these days in every platform, so from the economic perspective, as much as MS is being aggressive and crazy with Game Pass, they're fighting in a market where the consumer is already overwhelmed by the amount of quality games for cheap.
The real competition these days is for people's time, so offering them 100 games per month is not necessarily better than offering a much larger menu of good deals and the possibility of dedicating your time to one or two better games.
- Considering two of Bethesda's games will be PS5 exclusives for the next year and there's nothing we know yet that's coming out soon from them, when are the fans expecting to start collecting the fruits of this 5.7 billion deal? Probably will take 2 or 3 years to start making a difference. I have the impression that MS is a bit too late, but we'll see. This gen should be very interesting.
I'm not sure I agree that more choice cheaper is worse. Give me more options and let me worry about the time. By that logic cable television wouldn't have been started and we would all still have 5 terrestrial channels. We had busy lives then also.
2-3 years for an investment to start producing results is actually top notch (try stocks, you'll be surprised). I would even argue that the investment started having an impact the following day and potentially helped towards multiple retailer sites crashing today.