You are missing the point of my post. Nobody knows those numbers outside of Microsoft so your "obvious" comment is incorrect. Microsoft are happy with how GP is performing, customers are happy, I've seen no perceptual decrease in quality from Microsoft games. So I ask what is so obvious about this statement from Sony?
The difference is that Sony wants to keep a profitable, growing and self sustainable gaming business.
MS doesn't care about having huge loses with their gaming division because they can afford them thanks to the profits from other divisions. So MS, being 3rd in the market decided to spend almost $100B on acquisitions and almost give away their AAA games day one to increase their market share as a desperate move to get attention. This means billions in loses per year wihle Sony has billions in profit. Why Sony would want that?
Without needing to spend $100B on acquisitions or give away their games, Sony is already the market leader in consoles and game subscriptions, and is growing in all areas, so they don't need to make such financially suicidal (for them, not for the MS corporation) move. Sony's strategy has a better performance for for the gaming division and their game subs, so no need to a worse one.
They should make some of their own smaller games and throw them on the service day 1. Not everything has to be a huge AAA graphics showpiece. Let small teams from their big studios get creative.
Not exactly this, but from time to time they have some AA or indie day one on Plus or Now (now merged) and now they'll have the demos for any new 1st and 3rd party AAA ame. Plus seems that at least some of their (full) games will be included faster to the service. So I think they will have that better covered now.
I like the idea of throwing on top of that the small games. Maybe instead of being totally different smaller games, they could be a very short standalone DLC of their big AAA games, so they could reuse a lot of stuff. Something like a short prologue to release it months before the big AAA game, or to release after the big game a short spinoff story to further develop some secondary character or something like that.
Example: in TLOU2 the game could have ended in the farm and the last Ellie trip to chase Abby would have included in that standalone DLC included day one on PS+. Or some Abby or Ellie flashbacks could have moved to a standalone prologue released before the game available day one on PS+, also acting as promotion of the game.