The more interesting question to me is actually a different one. What publisher/developer actually wants to be a 3rd party to an ecosystem? EA and UBiSoft already show their answer in the PC gaming space by avoiding STEAM and actually having their own platform. A similar move in the "living-room" and it might have serious consequences of when it comes to the royalty business model. Imagine a scenario, where publishers will stream their content directly to a television, without the need of a further middle man, like a console company. Publishers could have their own "TV"-channels/storefronts and no need to pay royalties. We know who will get into serious trouble in this scenario...