Appreciate your insights. You seem plugged into their studios and what they're doing. You definitely know more about the situation than I do. But based on what I do know, I agree with what you're saying; it makes sense.
One thing I notice, from my own outsider perspective, is that so much responsibility seems to get focused on Phil Spencer. If something good happens, Phil gets the credit. If something isn't coming together well, Phil gets the blame. It seems a little distorted. I know he's in charge, and I know "the buck stops here," but you don't really see the equivalent thing at Sony or Nintendo. If something goes well, people don't praise Shawn Layden. They praise the development team, or they praise Sony generally. If something is lacking, people don't focus on what Shawn Layden needs to do. They harp about Sony. Same with Nintendo. Good things happen, Nintendo in general gets praise, not an individual leader; same with blame. But at MS, everything is about what Phil is doing, for good or ill. It's kind of odd.