Hypothetically if game streaming took off, MS and Sony can no longer rely on third parties the way they do now.
Producing your own content will be paramount.
EA, Ubisoft, and Activision will almost become competitors, releasing their games or subscription services on 20 devices. While big players, Amazon, Apple, and Google, will offer the same.
All trying to strike deals with smaller publishers or independent devs to prop up their services.
Thats why, baring similar technical performace, the differating factor will be original content.
And it needs to be consistent, if you can no longer rely on third parties to shore up your dry spells.
MS is positioning themselves to release an original game every quarter, while acquiring devs that offer variety.
And one thing you know about Sony, very forward thinking. You have to assume they see where the industry "could go" and wants to get ahead before it's to late.