First I believe it’s a 3 way war between MS, Google and Amazon. Sony uses Azure for Ps Now so if they win so does MS. That said, Google and Amazon lack the 1st party to truly compete. Sure they have YouTube and Twitch integration respectively but content is still king. Xcloud has too many time tested IPs and too many seasoned studios under their belt. They simply can’t compete with Elder Scrolls, Starfield, Fallout, Halo, Gears, Forza, Doom, etc.