what debt does the comapny owe, given his observation that the marginal cost of serving another customer is zero? sure, if they stopped serving them, theyd have a problem, I agree there. But when you try to value the liability here, its surely not very big? Thats what he's saying.

Same here with these games. All sony has to do is not delete your games. They still keep your account, and your payment info and a hundred other things. but the cost of keeping a binary "owns/doesnt own" on their database is suddenly too much?