The Venn diagram for target audience and situational use cases of these services has always seemed very small to me. At least the subscription model and game selection seems better than Stadia. edit: Also, it seems to me like the target audience is for the same sort (and I’m not trying to denigrate) that watch movies on their TV with internal speakers or can’t fathom why you’d pay more than 30 bucks for headphones or…
First, you have people who are "real" gamers. Whatever that means, but we'll define it as owning some piece of hardware that was bought for the purpose of gaming (PS4, Xbox, Switch, PC). This number is between 250-500 million people. Yes. Its that high. PS4 sold ~115M units. XB1 ~50M. Switch ~70M. Steam has ~100M MAUs. There's overlap in those, and those numbers also really under-represent China and the huge PC gamin…
Maybe their target demographics are different, they want attract a new set of gamers who were not serious about gaming earlier.