[maltyr]

just a total guess on my part, but they are basically inserting themselves in between a game and a stream.

the product might also be targeted to be acquired by any of the market players, but i can't see anyone outside of twitch and mixer (being a microsoft product) would be interested.

maybe they will have access to their own set of gaming stream content, which allows them to be an streaming platform in general, which would allow them to be a competitor to twitch/mixer.

also... "selling" access streamers (i.e. the streamers are the content and advertisers/publishers can reach them through rainway), so more of a complementary product to the streaming sites.

there's also the alternative of having premium services on a subscription model. most likely idea here would be some sort of premium model that bumps you higher up in content discovery somehow, or just free games.