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I think eventually it will result in game pass like services for all companies down the road. We're nearing an all digital future anyway, and I could see more companies jumping on board. Whether that is bad or good is up to you. I think it could hurt, but could also be beneficial to some.

If this does take off for other companies, then I could see prices going up for these services, since more and more studios will jump into it.

I don't see Steam or Epic doing it because they don't really need to. Plus Epic releases a ton of games for free already, I don't think they care to do something like gamepass.

These are all really good points. These studios have to be making something from the deal, and my guess is it's something similar to hours played like you said. I could see that working well for multiplayer games, but then you have the linear single player games that probably won't be played for too long before they're deleted.

I could see them counting the amount of downloads as well towards the deal. But I can't see that equating to too much profit.