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This will be a long process.

Google will build the infrastructure, and in about 5 years, this thing will eat up the whole market. And they'll be the ones with the most gas going. More developers on board, more money, and games made specifically for this kind of thing.

It kind of reminds me of the PlayStation. New games are gonna come that are tailor made for this kind of thing. And then in the future, most genres will be playable in a decent fashion. Nintendo will survive, because all of their power comes from within. Microsoft will do well, because they are software and service based, and will likely develop an alternative service that does the same thing.

Sony however, is FUCKED... in my opinion. Because their feet will be tied to the hardware side of things, and this will greatly diminish their ability to do this well.