Interesting.
On game exclusivity I think it's probably a smart move. I don't particularly like exclusivity and would much rather the market went in a direction where all games were available everywhere. So I can totally see why they'd do that, especially with now owning Bethesda and Zenimax. It would also help future acquisitions too. Wouldn't shock me if they just stopped making consoles tbh. The real money is in software.
On GamePass, if they remove day one releases then that's a massive fail. Would likely cancel my GP sub if they did do that. Would be a bit of a slap in the face. Imagine subscribing to Netflix but having to pay to watch certain movies when they release. **** that.