Right, but the wholesale massive move of the entire industry to subscription services (offering access to X games for a fixed monthly cost) is happening in movies a few years before games. What you're talking about are single games offering a subscription which is a step in that direction, but not quite the same (you're still paying for each individual game - and usually to the developer of that game - not to a distribution company to provide you an entire growing catalogue of games).
True, Microsoft (and I think Sony too) already have such services, but those two have more power over game publishers on their respective platforms than Valve or Epic have on PC.
But in the context of a 'hit-driven business model' a subscription service versus free-to-play versus DLC-supported games doesn't make much of a difference, both game developers and gamers have been moving towards long-term support of fewer 'evergreen' games and IPs for a long time.
There hasn’t been a “wholesale massive move of the entire” games industry to subscription services. Game Pass is big, but the market is gigantic and diverse.
