The goal of nearly any company in 2026 is to become a passive immovable gate-keeper between a subscription service and a captive customer base.

So I assume they think that Game Pass (the service) is the product rather than the games it supplies, and they can more efficiently extract rent if someone else provides the content.

That’s just the sort of thinking an MBA would settle on, even if any gamer knows it’s idiotic. But nobody has accused these people of being smart.