The people that keep comparing this to Netflix just don’t get it.
Netflix, Spotify, Hulu, Apple Music etc are all non interactive mediums. Buffer times and lag don’t matter.
I see exactly one solution that would make Stadia (or OnLive (RIP)) as a streaming service: It will/would work if you stream the code/assets, neccesary for the moment, but being run locally. But this would mean you would have a standard consol with just a shittier e-shop.