Yeesh. This is going to hit consoles hard next year. It basically makes it so you don't need any hardware to play the games you buy. Yes you need 20 MBPS to get 1080p 60 FPS, but... Casuals will happily play in 720p 60 FPS, or 1080 30 FPS if it saves them from spending $400-$500 on a new console. So in reality most people will be fine with 10 MBPS.
Not to mention, Trump's fucking Tariffs are going to makes consoles cost more as well.
This will also hit Steam a little. There are a sizable amount of people on steam who are just poor jokers with a sub base PS4 PC. It's probably about 20% of all active Steam accounts or something.
Actually owning your own hardware to play games on is going to become a little uncommon. Just like how owning physical games is a little uncommon now.
I really wasn't expecting them to offer up $10 a month for 4K/60 and free for 1080/60. That's just a really damned good price.
Xbox will get hit the hardest, because I'm sure MS will start streaming Gamepass to other devices, and then push Gamepass hard. So about 50% of XB1 users will just skip the XB2, and go right to streaming.
The only way I can see Google Stadia failing is if it lacks games. But seeing as how it's basically the perfect DRM that totally robs the consumer of any rights, I'm sure all the AAA companies will jump right on it.
Honestly, I was expecting this to be $30 a month to stream 1440p games or something. But being able to buy your own games, and changing the price to free changes everything.
