If the acquisition goes through though, it won't necessarily be up to Kotick, right?
I don't actually disagree with him: for big one-time purchases, the all-you-can-eat model tends to be good for the customers who would have otherwise spent a lot (the biggest consumers) and not so good for the content creators. It's different for music, where there's a tendency to play the same songs multiple times and piracy was incredibly easy.
But the calculus is different for different companies. If MS determines it's a net win to lose some of those sales dollars but increase overall Game Pass subscriptions and maybe even Xbox sales, then they should do it, regardless of what Kotick thinks (unless part of the acquisition terms leave him with authority over this decision).
Personally, I'm not on Game Pass, but will be as soon as the Family Plan comes to the U.S. For me, it's not the games, it's the terms. I need the Family Plan for it to make sense for my clan.