Good article. I think there are two big challenges here for Google:

1. Finding the right balance between infrastructure advancement and new services built on top of said infrastructure.

2. Marketing.

The first one is the most important one. There will be limited areas in the world where bandwidth and data caps aren't a problem. In those contexts, Stadia is a highly compelling proposition. It ticks all the boxes by offering ultra high end gaming experiences without needing to purchase a wide range of expensive hardware.

As trite as it sounds, "the Netflix of gaming" is a space that every game company should be eyeing very closely. It IS the future of game software delivery. Any company that tries to tackle this first (or early) is going to have a tougher time.

The second point isn't as important as the first, but I think it still matters - it's hard for me to comment because I don't think Google offers Stadia in Australia yet. But certainly, I think Google have historically not done a brilliant job telling compelling stories about their products and services (with some notable exceptions). Stadia can literally be a game-changer, and Google need to lean heavily into the value it offers.