I think Sonys strategy is misunderstood this generation, which is perhaps fortunate for them because theyve been so successful with it. I wouldnt go so far as to say Sony doesnt see the PC as competition, but they definitely dont see it as the immediate, direct competition. Adopting the PC/PS4 strategy has paid incredible dividends; while the ultra-hardcore complain about how confusing the terminology is and how they have so few true exclusives, in the interim theyve been very successful at keeping games away from their primary competition and they are stomping them. And, hey, look at the resultthe package they can offer publishers is a lot more interesting and lucrative for both parties than if they had to go forward with a Sony or nothing strategy. Sony is obviously happy, developers are happy (as they keep doing these deals), the projects overall are more profitable, Sony puts less skin in the game financially, and ultimately the game is available to more people overall.
For me, the more interesting question is how they transition away from hardware in 8-10 years. Thats obviously the long-term plan and is the aim of Playstation Now (not backwards compatibility, which continues to be the refrain of people who completely do not understand what the service is). Im kind of excited to see how they transform the business overall; hardware exclusivity is obviously not the future.
The PC is not going away.