1. gacha, not gocha
2. Ubisoft is large, it does both. it has several mobile games. No gacha models, AFAIK.
3. "You don't need to ask people define what they want". If someone is going to assert "make good games", then yes. I may as well just simply ask them. Alternatively: do you really think I'll make Genshin Money if I just copy Genshin? a dozen studios already beat me to it.
4. "I doubt the DEI departments at Sony, EA, Ubisoft and Microsoft will let them release games with waifus and jiggle physics so they'll have to keep saying no to money to die on a hill." Those aren't the only ways to make money. Not even in Asia. And this is an odd statement given Sony did publish Stellar Blade this year. Its wishy washy but it's not like there's some hidden cabal banning this stuff. It really comes down to a mix of culture, PR, and sales. Dead or Alive's newest dating sim isn't releasing in NA just because of "DEI"