I don't know if this has been posted yet, but the former CEO of onlive did a
little thing with GameInformer where he talks about Google Stadia, and more generally the pricing model for games streaming. Some interesting information about what they saw with OnLive, in particular he says they saw some publishers actually make more money from a straight streaming subscription that just included their new game at no additional charge than they made from retail sales of the same new game.
Something he also talks about is how a streaming subscription model could effect games in general. Basically he thinks that it could move people away from the freemium model, and more towards making games a lot of people want to play. It makes sense, if it came down to "We make money based on how many people play our game and how much they play it", you could start to see less predatory practices targeted at whales and more just trying to make a variety of games that appeal to a lot of different people. I'm sure you'd still see plenty of microtransactions and things like that, but at least maybe it will drive publishers to take a few more risks and go after a few more niche audiences, expanding their reach / revenue share.