The 100GB of streamed frames happen while I'm playing so I don't care.
This benefit is for those who value their time highly and want something to 'just work' without having to bother with installing stuff, updating, buying and setting up new hardware every year, etc.
Imagine you only have 30 mins a month to do gaming... Like many busy adults... With a PS4 or PC, you'd spend most of your 30 mins waiting for updates to complete.
Or you could just start Steam a few minutes before your monthly 30 minutes I guess. If you have the internet connection required for stable cloud gaming, you won't be spending long waiting for the patches anyway anyway.
It’s also wildly expensive at that point. How much are you paying to game per hour? Much more than going to a movie.
Here's the thing though. Those downloads and updates have a massive efficiency factor. Once you have downloaded your assets, they don't have do be downloaded again to be used.
With these game streaming platforms, it doesn't matter that you have downloaded 100GB in screen frames. They can only be used once and then are discarded. In some cases this is a benefit - on Flight Simulator 2020 the servers only have to send you a fraction of their terrain data. But that's a small part of it.
> stable, smooth gaming-as-a-service experience
Netflix and the like work because you can buffer. Is your connection a bit choppy today? Hit pause and let it buffer a bit, hopefully it will stabilize. But games do not tolerate ANY latency issues. Even things like Steam Link - using only your local network - can struggle if there's too much traffic or interference.
Then there's the business model. I don't want a 'subscription'. If I buy a game today I may be spending $60 upfront(if the game has been out for a while, often much less), but I can play as much as I want.
Do you have fantastic internet connectivity, an under-powered device, and you want to quickly shuffle through different games from an online selection? Ok, this could make sense.
Still, this sounds like a far better deal for corporations, as opposed to consumers.