If me playing on GP means Xbox games go to PS, I'm okay with that. While they put their games D&D on GP I'm playing them on GP, and they doubled down on D&D.
I'm not sure this isn't something to do with streaming. They agreed to give their streaming rights in the EU to Ubisoft. This might just them rolling out streaming to the rest of the world.
What ever it is, I can't wait for them to tell us about...