He's right. And it is the first time he's said it, in the past he's been more ambitious in wanting to be the number 1 leading console but they haven't a chance (and I've said that here loads though Lambs will no doubt pretend this is new).
Brand loyalty to Playstation is way too strong to overcome without a disaster from Sony. The PS3 caught upto the Xbox 360 despite Xbox having a huge head start, way more availability, being a lot cheaper, leading on exclusives at least for the first half of the gen etc.etc. and he's clearly right that people are increasingly locked into ecosystems that they are investing in either digital purchases.
That doesn't mean they can't grow 2nd console sales though and have bigger mindshare in the US.
If Xbox this gen had dualsense, God of War 2, Horizon 2, R&C, Demon Souls whilst PS had gamepass and Halo; PS5 would still be the leading console by some distance.