I believe there is a pretty big untapped market of gamers that are more than casual mobile gamers but not enough so to buy their own hardware. 120.- a year means you‘d have to play for 20 years until you reach the cost of top line gaming hardware. And a subscription doesn‘t depreciate.
Fiber is different I think because of shitty regulation that favors incumbents and the insane cost of financing a physical network.
Are you taking it as self-evident that Stadia will have more than a couple million users?
> Also Stadia has a subscription basis.
So did fiber.