Even if some people are kind of used to this happening, stating it more obviously might have a negative effect just as well.
And then if you need to and don't want to refund, just keep the service limping along for 5 more years.
If the terms Google had were "we'll sell licenses for your games, but if we shoot down then you have to accept those users as native users", then uses would have been insured against shut-down. I can't see how those terms are worse than if Google were a retailer of those games?
A lot of AAA games are freemium with IAP, surely the acquisition is Cannondale enough that game companies would go for such a deal?
I suppose there wasn't enough upside for Google as people still bought Stadia without any such promise.
But they failed to adequately engage devs or their customers' desires in the first place, so such an arrangement would have been a comparatively impossible licensing and product goal for them.