They are thinking we'll turn all of those PS users into gamepass customers. We will ship the next console as a cheap SBC with a gamepass subscription. They solve piracy, manufacturing and shipping costs and bend the customers over a barrell in one move.
Sony will be forced to do away with discs too to stay competitive. MS will be able to claim they are multiplatform in the face of the legal issues and that they are for preservation because they will have a select few titles.
The players will own nothing and the prices will eventually increase.
Do yourself a favor and horde as many roms as you can now. Support gog and steam as alternatives to gamepass.