Some thoughts:
The revenue model isn't made public yet, but it could go one of two ways.
-If it's like Netflix, Google gives you a nice bonus paycheck to release your game on Stadia after premium sales (Steam, Epic Store, Consoles, Etc.) dry up. This would likely be a one time large payment with small payouts quarterly. Not too bad.
-If it's like
Spotify, this would mean games essentially go there to die which stifles the ecosystem. Then we're F
ED.
If the revenue model is the latter, we'll see mostly grindey timewastey games like what's on the mobile app store.
Not very appealing, and Google needs killer apps to sell their platform.
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If we're talking about a 100ms+ lag, the latency will likely make certain genres impossible.
-The latest From Software game? Forget it.
-The latest sexy twitch based shooter or battle royale? Forget it.
-Competitive multiplayer games? Forget it.
This mostly implies the games on the platform will be singleplayer titles which are fine with high latency.
This could work with high budget AAA single player games (like Assassin's creed) but not for other titles.
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The bandwidth which games require isn't feasible for most country's infrastructure.
-You won't be streaming 4k@60FPS unless you have Gigabit internet with an expensive Gigabit router, and a 4k screen....
-Most ISPs have datacaps, which makes this entire platform moot.
-To make this work, Google would need to invest in last mile infrastructure, which would cost billions/trillions.
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Google has a lot of money to experiment with and fat cash for marketing, but I doubt Stadia is either the future OR the end.
I could also be proven wrong and video games as we know it die a horrible death ¯\_(ツ)_/¯
I'm primarily afraid of someone like Microsoft or Sony being second to market with a streaming console to replace their main console.
If that happens, the end is nigh.