Yeah, Sony has to respond to this somehow.
I have a feeling that they will feel compelled to make a big purchase of a studio to secure it as another Playstation exclusive.
Big brain take: If I were Sony I would buy Take 2. Sony doesn't need to buy any Japanese companies - any corp that attempts to buy a large Japanese company faces significant opposition from the Japanese government - but buying Take 2 would get Sony a LOT of exclusives.
Grand Theft Auto, Red Dead Redemption would fit in very well in Sony's catalogue of high quality first party games.
They'd also get plenty of other franchises in the deal. A lot of sports games especially, which would be VERY valuable.
And all of those would also be denied to Microsoft in the console wars.
The other reason to buy Take 2 is that if the Microsoft purchasing spree continues, Take 2 is kind of the natural next "big" target. If Microsoft purchased Take 2 as well, I would be very skeptical of Sony's ability to compete in the future.