The video on hand: I agree.
I've said for quite some time now that Sony is less interested in gaming as it is now than you'd think. They want to turn games into a service, and to do so as quickly as possible. That's the reason for online multiplayer being locked behind the PS Plus paywall. It's not copying Microsoft, it's because they want you to get used to having the "free" games tied to the service. They want you hooked on to the PS Plus and PS Now ecosystems. They want this to be the standard for gaming as a whole, and they're going to use this generation to push it. I firmly expect Sony to make streaming & Plus the mandatory / primary ways to buy and play games on the PS5. It makes too much sense not to do it.
Also, don't expect them to be alone. We're already seeing EA making strides into turning their game business into a service oriented business. Microsoft will almost assuredly follow suit within the next five years.
Games as a service, and not a product, is here, and from what I've seen online, people are all-too-happy to jump in.