I'm curious about the big picture effect this kind of thing will have on the software industry as a whole over the next 5 years. Crossplatform and opensource now being forced onto closed sourced software against the will of capital.
Streaming-only-games might be the last line of defense for DRM heavy AAA side of the industry, but I can't see the low supply of in-demand cloud GPUs meeting the demand of users who might already have a GPU or won't appreciate attempting to play latency sensitive games over ancient pre-911 internet technology.
And as far as AI-cloned games go, probably in 5 years you could point claude code at a downloaded copy of any movie and have it converted to a playable unreal game in less than a week. And regardless of slop, the AI cloned version could have all the DLC be free and all the pay-to-win removed.
The moats may become deserts, both metaphorically and literally.