No, not people like you, everyone. That’s what their data shows. That’s what they are saying, and it has nothing to do with the quality. People are demonstrably happy to pay for it, but if it’s available on ps+, they all stop.

They are saying specifically that their content has a value and that ps+ devalues it massively. This has nothing to do with the kind of content they make or if you think that they need to pivot. If they did that, the same effect would be seen.