This show is an aggregator of news stories normally, sometimes with original reporting from Jeff Grubb. In today's edition, Grubb brought in stories reporting that Starfield and Indiana Jones are in Microsoft's talks for PlayStation releases, with Indiana Jones being looked at for some time down the road after initial launch. Grubb adds to this reporting by saying that he's seen financial projections around acquisitions like Bethesda, and this multiplatform strategy was not always the plan. They thought that Starfield and others would do much better for them by remaining exclusive, so he posits that these changes are almost certainly in response to how the likes of Starfield did in sales and Game Pass subscriptions. Grubb also reports that Gears of War is being looked at for a PlayStation release.
To pepper in some of my own opinion here, I don't see a world where Xbox survives this as a traditional console. And as a result of that, I don't see a world where Sony left unchecked by competition will behave. I think this could be the beginning of the wildest shake-up to the video game market since it began.