Starting this as a general discussion thread.
For now, it looks like Google is presenting a powerful challenge to the hardware-based business model's of the majors, and even the entire PC gaming industry.
The PC gaming industry has ridden YouTube's ascent, but if you no longer need the home rig, that entire industry might evaporate over the next decade.
It will be fascinating to see Microsoft's response to this. They've shifted hard away from software to cloud computing, but can they compete in the gaming space? Is Microsoft talking about minimizing Xbox now, or shifting it to a dev studio that develops for Stadia?
Anyway, here are two posts with some business info on Stadia for devs