I think Google knows that the only thing that could save Stadia is if it went the Netflix route, or "Microsoft GamePass without a console" route - pay $x per month, and play any games you want in your browser on your potato PC, or even just your TV. Because let's not forget that buying games in services like Stadia are a gamble that you will never recover the money you poured into it once it goes out of business, which is more likely than not. The Nvidia model is at least better in a way that they're basically renting you a high end PC remotely, to play games that you own yourself on platforms that likely won't be going away until you die. Even if Nvidia disappeared altogether, you can still play those games using your own hardware, and odds are by that time even a potato PC of its time will be able to play them as these are getting faster.
Even then I think companies underestimate how much people enjoy owning their own hardware, be it a console, or a PC good enough to play their favorite games without having to tie themselves to a yet another monthly subscription. Services are just that, their prices, terms, and contents change, making them volatile - your favorite game might be there one year for $15/month, next year it might go away, replaced by others for $30/month. At this point the lifecycles of consoles and PC hardware have increased tremendously - you can play almost every game there is on a console you bought in 2013 for $500. At the same time if your favorite game was released back then you could've paid $20-50 for it once and played it without having to pay a cent ever since. You will also be able to always go back to it as long as you Xbox is working, kind of like I can go back to my favorite Dreamcast games launched over 20 years ago for free, it's forever yours, with no risk of it ever going away. You paid for it, and nobody has any rights to influence your ability to play that game, ever. I find that there is a lot more value and just peace of mind in owning hardware and owning your game/license keys yourself, or even with a robust platform like Steam, which is the second best - if you paid $20 for a game there 15 years ago, today you can still play it even on your potato work laptop with 0 additional fees charged ever since.
I agree. GPU has been seen as a "steal" because the price is basically $1 more than what you paid for Live and the duration of Live that you paid for. CD Keys and other sites have Live for $30-40 a month, so three years (the max) is $120, tops, for three years of a buffet of games. Sure, some people just purchase Ultimate directly and pay more, but most people in the know, know about the $1 conversion deal, albeit being a one-time thing. But even after that, you let Live run out, buy it again for however long, and then pay for one month of GPU to convert it all over again. I know you know this, but to recap the savings and value people see in it.
I was all for it until a few weeks back when the surprise $120 announcement came out. $360 for three years, basically and that's basically a Series S with tax, or a Series S and another controller without tax. That's not value. Even hardcore games that spend $200-300 a year on games, the value is far less than $120 for 3 years, or $40 a year. The way Netflix lost Friends and The Office recently, I'd be upset if a game I was playing was taken off due to an expiring license for GPU. I know that's a problem with digital games you purchase; if the license expires for a game like Forza where the deal is with manufacturers or music rights, it gets de-listed and you're SOL. If you already own it, you might be able to re-download it but if you plan to go back and play an older Forza, tough luck.
That's what scared me about MS. I understand they still have to make money, especially with more acquisitions and publishers demanding a bigger cut of the pie for their games to get to GPU as demand for GPU increases. But $120 was too much and as a casual gamer, I can wait for a new game to release and purchase it for $10-20 less a few months later on. Or a sale. Say a game is $30-40, I'd buy one, maybe two a year and be good with it. Possibly re-sell it if I complete it and get some chump change in return. I don't think GPU would sound as good at that price. Unless someone wanted to play a MS Studios game, which will always be on GPU and never removed. After that, it's a carousel of games every 9 months and that's 9-12 months to finish games. As a kid, I could do it. But as a casual gamer, I wouldn't want to rush through a story-heavy game like The Witcher. Or Sleeping Dogs. Or a long game like RDR2. I'd be better off buying it and playing at my own pace.
I was big on COD and Halo 3 back in the 360 days. I'm still down for pick up and play multiplayer games, but I've heard even COD sucks now and has sucked for quite some time. And that game is on all platforms, not just Xbox or PC or PS5. I know Sony's acquisition of studios really helped them keep some killer apps on its consoles so that's why I'm leaning a bit more towards Sony now. I liked Halo for the MP, which is probably dead right now until Infinite comes out. but Fable is on PC, I think? I played Ori on PC and it's a fun game. But then I struggle to name Xbox exclusives that I couldn't find on PC. Console gaming is much easier and I'd still prefer a console to a PC set up, but the console that feels right and more "worth it" would be the PS4/5 for me. For those young kids on the Xbox subreddit that play 2-4 games a month to completion because school is out and they're locked down at home, GPU may make more sense. But it's quality over quantity and if $100 of games I purchase (digital or physical) are more enjoyable to me than the $40 GPU could possibly cost, then so be it.