Wrt item #2, from what Hoeg has said it doesn’t really work the way you think it does @Infamy. The two purchases are different enough ‘in kind’ that the FTC won’t find the excuse of ‘well Sony is buying companies!’ to be material to their decision of how the ABK deal affects marketplace competition itself.
I am really glad to see that item #1 seems to be true and playing out, as nobody seems to be talking about MS being a monopoly all the sudden. What a coincidence! 
I would add another item to your list instead of #2 though, which is that with more funding and more tech resources Bungie’s games will be even better and even more ambitious. They might even grow their other IP enough to branch out into other genres too. I also am curious if Sony would be able to put other internal studios on Bungie’s IP’s and make those games exclusive though. Not sure if that scenario has been talked about yet.