They have access to some Xbox games, natively. Not all devices will have all the games, and they’ve long since said full availability is restricted to platforms with GamePass.
As I recall, Phil Spencer made a statement along those lines when discussing Bethesda. It was not described as a restriction for all games going forward. Heck, even in the interview above he talks about cloud only in the context of "on the go". So yeah, stop "holding back" on all the other platforms if they are all "Xbox users".
He said this without regard to a Game Pass restriction whatsoever....
"Phil: Both are important indeed. Firstly, regarding the hardware, I am very excited and looking forward to what can be achieved in the future. With respect to hardware, it's not just about merely aligning with what other companies are doing, but I believe there's something unique that can be offered to Xbox users. Just as I consider ROG Ally and Steam Deck as part of the Xbox community,
it's necessary to consider the numerous Nintendo Switch and PlayStation users as part of the Xbox community going forward.
Similarly, including those who are playing on PC with Game Pass,
it's important to ensure that everyone who continues to play Xbox games feels equal within the community. There are many things to work on."