Sony neglect of Ninja Theory' and Supermassive is also puzzling. They said they were caught off guard by the success of Until Dawn but then pretty much threw Supermassive to the curb outside of a VR game.Same, but times have changed a bit.
And yes Kojima and FromSoft would be perfect. They already have worked together with PS for many years and made exclusives together.
There old model of working with a studio for a couple/few ips and then buying them was successful And the best approach.
But now days unfortunately with MS going shopping and buying studios/Ips Sony needs to be a bit quicker then there previous model. Or at least carry the old model on and then also buy ready established and maybe risk buying new unproven ones before someone else buys them.
Ninja Theory made exclusive and timed exclusive for PS. Supermassive made exclusives for PS. But both got bought by others. Either Sony needs to buy these types of studios they work with faster, or/and take the risk and buy ones they think will be good. + Established proven studios.
Ninja Theory' could have been their stylized action game studio.
Don't even get me started on how they treated Ready At Dawn and Hello Games.