With Microsoft buying Beam and Google maybe doing more with YouTube streaming, I'd say at least the streaming part of the market doesn't look like it will consolidate further, but rather split up more, away from only Twitch.

I hope that the market is able to support all of them, and we see robust competition.

From what I can tell, streamers have no issue streaming on both twitch and youtube, and it mostly comes down to content restrictions as to which they use as their primary (twitch is fairly strict about streamers doing something 'creative', I think to avoid cam girl like activity).

I will be interested who comes out on top. You really have 3 large backend competing. AWS with Twitch. I would think Beam would be hosted on Azure and Google do its own thing. I am not sure how much traction google is going to get, from my knowledge twitch pays much better than google ads, per consumer.