I'm not too worried about it personally, the only tech company I think that has a competitive offering in this space is Microsoft (with Game Pass and potentially xCloud). All others are doomed to fail.
No because I'm betting on the concept not being successful enough to become the dominant distribution method. I think it will have a successful niche, but not much more. I know that I never plan on using it, I already own over a thousand games and have barely played 10% of them. TBH I'm probably good for most of the rest of my life haha.
Shouldn't that kind of terrify you? Microsoft is not known to be a good corporate citizen when they have a monopoly.