You'll also be competing with Amazon (Luna), Nvidia (Geforce Now), Microsoft (Xbox Game Pass), and Sony (Playstation Now). Plus other small players that are much farther along, like Shadow.

If you think about it, though none of these except Shadow are "small players naively competing with big business", it still kind of demonstrates the point. Google starts something that is ostensibly a good idea, demonstrates that there is some market, but flops the execution. I don't know what'll happen to Stadia, I'm hesitant to dismiss it just because "lol Google made another thing, surely they'll kill it in a year", but just skimming the news it does seem it'll go the way of Allo and Hangouts and Reader (And G+ ironically)...

"netflix for games" is an incredible value proposition if you have the capital to act on it.

So Apple Arcade?

I think you need console/pc games to make it work.

And microsoft are waaay ahead of you ;)

Why? More people have phones now than PCs or consoles, and Apple Arcade also includes iPads, Macs and Apple TV.