2 things.I had a similar thought.
#1. Are we all in agreement now that Microsoft is a significant threat to Sony winning this gen? Until this thread, I hadn't really considered that Kojima's next game could skip playstation.
MS seems to be making deals left and right. Bringing MLB to Gamepass, Zenimax, bringing EA Play to Gamepass, there's a rumored Ubisoft deal as well. Half of these really affect Sony, half of them don't.
Right this second, I'm starting to wonder if MS is trying push themselves, so that Sony allowing Gamepass on their platform essentially has to happen.