I think "It will explode". Its entrails splattered all over the place and everyone. People will be disgusted by the gore and awful smell. Like in Galaxy Quest, when they beamed up the pig lizard. Thats how its going to turn out.
Exclusives they have? Prbly candy crush clones and indie-cheap stuff. After all, they will have to aim for a large, sufficiently bandwithed audience.
A streaming service could never be sustained with AAA games at the lets say $15 a month or whatever. What's the average AAA budget? Multiply that by half a dozen, how many subscriptions would you need to sell to make that money back?
Personally it will be like game pass, quantity rather than quality.