

It’s not a bet at all. Sony already has hard numbers on gamers with mixed physical and digital libraries, how many people are using discs to watch movies, etc.
The vast majority of customers have heard zero of this news and aren’t principled in their purchases or easily compromise on them, so it’s safe enough to assume that anyone who primarily buys physical games but has bought digital before will still fully transition over out of necessity.
Only Sony knows these numbers, but whatever they are, they’re one-sided enough that Sony is already killing off ways for them to backtrack, and Xbox isn’t far behind.
Maybe their family really didn’t use it that often. Even in the 90s, I don’t think my family used the landline phone more than once a day on average. I think that would have only been different in the early 80s and before due to not having answering machines to filter the incoming calls down to those we cared about.