I believe the issue is cloud gaming is succeeding for a triopoly of companies, and only them. You can not want them to succeed, but that's further entrenching their dominance. If you're fine with narrowing who can license games to just a couple of companies, then I'm afraid that's there's a very real risk of no longer owning your games at all. This is a bit of a slippery slope, but that's just my concern.