I feel like this is a piece Microsoft put out there to try to make the price increase feel justified.
I have to imagine they're around the cut even point with $240/year for gamepass (given that's four "AAA" games a year). With the price hike to $360/year, they're assuming the average user would normally buy 6 games per year at full price. I just don't think that's the average gamer, but I could be wrong.