Since the iPhone was released, Apple was the only place you could buy Apps from. The same has been true of a lot of niche appstore-driven devices, like VR headsets. It'll be hard to argue that a game console, a device to run software, must produce that software on discs, and must sell those discs to other retailers.

In a way, this fight was going on between Epic and Apple over Fortnite back in 2020. Gamers just didn't care because those devices didn't have disc drives.

It's hard to picture how competition could be formalized though. It's a good thing Valve decided to create their own through the key system, but I can't picture Sony doing something similar. We might lose discs no matter what happens - I am still trying to think through how we might win back ownership and control regardless. With a lot of goods, you could just claim price competition on things like games, but when so many gamers could barely afford one console to begin with, hardly anyone will afford a second to take advantage of Xbox prices or something.