Comment by brundolf

Wow, I didn't realize it was that high. I stand corrected.

I think most of the above still applies, but maybe expand "it'll be good enough for some people" to include some portion of average console-gamers (assuming the rest of the productization is done right, and assuming those console-gamers have fairly good internet)

The thing is that, even there, if you're putting it on a TV you're likely not going to want to plug in your Macbook or whatever. Which means, if you don't already have a console, you're going to be buying dedicated hardware regardless. Which significantly cuts into the "savings"/"no-purchase" angle, and steepens the question of "what's the point of this?"

One thought though: Microsoft could use this as a way to keep last-gen console owners engaged. At some future date when the Xbox Series Y or Z or whatever comes out, people with a Series S might still be able to play the latest games by streaming them. They're using dedicated hardware that plugs into a TV, but it's hardware they already bought which is essentially being repurposed.

Edit: Another thing is that the subscription model and the streaming model don't have to go hand-in-hand. I think game subscriptions are absolutely the future, but I think there will always be a market for devices that download and run those subscribed games locally.