And? So could Google. I am not sure what you are trying to argue here, are you saying the company with the most money, makes the best game sysem?
Then what do you feel about Stadia then?
I think what's he's trying to argue is that Google, Apple and Microsoft can all play the long game on their respective services/platforms. He/She is right on that regard. There's no denying it. They don't care about short term profit, they could loose $10 Billion per year, but if they are gaining market share as a result of that loss, then they will keep sustaining the service until it reaches profit.
This is one of the biggest benefits in being purchased by the big tech companies, you no longer have to think about short term profit. Sony, Nintendo or any other gaming company doesn't have this benefit since Gaming is their core businesses.
IF Nintendo and Sony follow the exact same model as Game Pass, they would go under very quickly.
Frankly no even the most extreme fanboys can deny that Sony will likely go under trying to follow the Game Pass model.
But regards for Stadia. I think waiting for Stadia Basic and seeing the Youtube integration is what will really bring Stadia to life IMO.