Remember, for years, Xbox One has allowed for local streaming from Xbox One consoles to Windows 10 PCs via the Xbox app over LAN, which gives Microsoft's Project xCloud the benefits of: * significant experience with the fundamental technology, * no new special hardware required (they can tweak existing Xbox One hardware), * a much larger library of games currently available for download (for consumers who want to switch to a local console), and * an existing Netflix-of-games program via Game Pass (for consumers interested in pure subscriptions)

As-is, Google just happens to be first-to-market in the current generation of on-demand game streaming options. But we've seen this technology before, and I could get the same results with a high quality VPN set-up to connect to a Xbox at home.