I agree with this assessment.
I don't...
They visibly haven't "changed minds" any more than say a month before E3, and Hololens was not only technically mis-represented (with a cool Demo though), they knew while doing it that it was
1) nowhere near ready
2) aimed primarily at enterprise app for its first version (as revealed recently)
BC is really nice, but
1) the competing system has it in a different form (PSNow, paying solution), and has for many months
2) it should have come at launch or at least within the first year to really matter
MS was right to call on Sony for making people pay for games they already own though, PS Now should feature free games if you have a disc (of said game) in the console or in your digital library.
The only novel thing MS announced imo was the start of an "early access" program, which is cool though probably minor in the grand scheme of things.
Sony on their end made/ helped 3 dreams happen:
- FF7R
- Shenmue 3
- The Last Guardian
I would almost be tempted to add Horizon to this, as much of a geek wet dream as it appears to be so far tbh.
This being said, I agree with Greg and his colleague on just about 1 thing:
The end of the year will be interesting in the way of comparing how the market will go between a loaded AAA western exclusive lineup on XB1 (temp exclu RotTR, Halo 5, Forza 6), vs marketing deals on some of the biggest games of the year (Destiny, COD, Battlefront, Ass Creed) and Japanese titles (Persona 5, Disgaea 5, Dragon Quest Heroes...) as well as loads of Indie titles and games released throughout the year (such as Bloodborne, Until Dawn, Tearaway or The Order).
Of course in the end it will probably be just about which deals are available, and if the PS4 indeed goes down to $299.