Xbox is offering a no upfront cost payment plan with the XB1 and Scarrlett. If Sony follows suit, Stadia users will largely be using the free version. There might be a blue ocean of people out there with a good internet connection, that don't care about resolution, and don't want to pay a monthly bill or buy a console. But those people were never going to get a console or PC anyway. So it's not competition with PS5/Scarrlett at that point. Kind of like how the Wii wasn't really competition for 360/PS3 back in the day. So if Stadia has any amount of success at all it would be pure growth for the industry. That's a good thing.
I could see Stadia getting 30 - 50 million people using the free version by the end of next gen. That's a pretty low number considering it's a free service. One person buying five game on the free version of Stadia =/= one person buying a console and fifteen games.
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