Will they be right? Maybe.. but it's a pretty big maybe... and neither concept is brand new. Companies have been trying to get game streaming off the ground for a decade now, we all know how that has gone/is going (currently going nowhere fast). Multiple publishers have game sub services, and they are doing.. OK I guess? EA Play reported 6.5 million subs.. took 6 years to get there, and that service is cheap as fuck.. they have never mentioned numbers for EA Play Pro ($14.99) nor have Ubisoft mentioned numbers for their expensive Ubisoft+ service.