Yeah exactly; it all boils down to what their targets are, for GamePass, and for their ability to sell xCloud as a service to publishers (and Sony, since that's kind of in their plans.)
I'd like to think these exact convos have been had within their leadership though.. there's no way that these ideas haven't been raised at some level, someone inside of Xbox is not so gung-ho that streaming is going to take over the world, etc.. but I still wonder about what their targets are.. perhaps they are much more conservative, or maybe the expectation is it will take decades to get there, etc. We'll just have to see.
But their CEO has publicly made some pretty wild statements.. and these statements are heard by their board, by investors, etc.. at some point people will expect some real profit numbers being stated out of the division after all this spending. Right now it's treated like a growing startup being funneled cash w/ expectations of scale bringing them huge profit..