I would say this about exclusives. On a purely speculative level, I don't like them. The more people that play the best games the better, and frankly, the best games tend to be exclusives from Nintendo and Sony.
I realize that all Google would have to do is...decide to do it, and they could buy up many of my favorite franchises and go Stadia exclusive. Very few things would upset me more than this.
However, there is a big "but" coming.
Microsoft is trying to build a rental service but sell it not as a digital gamefly/blockbuster, but instead as a hyper value oriented cool new service that any gamer would be lax in not subscribing too. Not quite the netflix(imo), but rather the Amazon Prime of gaming.
There is a bigger problem with that, imo, than exclusives, because I feel that gaming in its current form is unsustainable if gamepass in its current form proves sustainable.
Here is what I mean. Gamepass CURRENTLY(but won't always) benefits from traditional AAA game development, where devs risk it all with a toss of the dice and win or lose small GDPs on every game. That environment, pushed to the extreme for product development, by exclusives, by pre-orders, and by day 1 sales, is rife for...well not innovation but investment. It's a gamble. There is no upper investment limit because the potential returns are immense.
Gamepass being too good to pass up has the potential to deincentive investment, and thus scope of the biggest games. The "system sellers." If it saves me money, who is now not getting the money I had been traditionally investing? Publishers and developers. Money is never really just saved, but rather diverted.
Right now, the old economy is still in play. Thus gamepass gets to have its cake and eat it too. However, if gamepass kepts its value, became ubiquitous, and at the same time, "system sellers" large exclusive games(which are either or loss leaders for console sales or tentpole titles) will not have the same investment incentive, when a smaller game would require less risk, have a guaranteed return, and a less than blockbuster upside potential(remember, if everyone plays it on gamepass, no one would buy it).
So right now, I'm hesitant to wish away what we already have here. I'm afraid that changing the landscape to improve value for gamers, could overall making gaming worse. I want to make sure any product I support widens the scope of game investment, not narrows it. I'm not sure which one gamepass does yet, and how it would play in a world without exclusives, so for now I am going to wait to form my opinion fully about exclusives until we know more about how this will all play out.