I think you guys don't really understand why Sony bought Gaikai. They make very expensive well made games but they are limited by the userbase on the PS4/PS3 so being able to sell these hugely polished and expensive AAA games to a wider audience will allow them to recoup the costs better, especially at the start of the next generation where it will be difficult to sell to such a small userbase.
The other part is a hedge against the success/failure of the PS4 so if the PS4 gets off to a poor start they can still sustain their game development. It isn't that they believe the PS4 would sell badly/poorly but it gives them greater confidence to take bolder steps with their game development so they can take bigger risks without as much danger from the unexpected.
Finally it gives them an opportunity to expand their PS+ subscription service perhaps to another tier or perhaps to get games from companies on a short term basis rather than just giving people games. They could use it like pay TV where you may only have access to a particular title for a limited time.
Tease.
