What are you on about? there is 0 competition for Nintendo, that is why they are able to sell 80 millions of units in the first place
No matter what game pass strategy is, it will not work on smartphones, console gamers doesn't want to play on smartphone using touchscreen controls, and smartphone gamers doesn't want to play console games because they aren't designed for their device in the first place
XCloud is not a tech ready for wide adoption, everyone with a smartphone know how shitty the network is in busy cities at peak hours, even when at home it's not perfect, wifi? then daddy will complain because he can't stream his netflix movie anymore