Yeah. I just feel like average people clearly are going to opt for tge simplistic lowest cost barrier to entry when it comes to this stuff.
Either a handheld that does it all akin to the portal or tv streaming lije you've said.
I was off base with my early first few week reports of this at retail. The portal seems to have found some success. Maybe a few million devices in total? I'm not in the know of what it's sold.
The good thing about cloud initiatives like this is that they are nearly pure profit. Sony can put out a cloud player every generation based around the latest controller. It's a new pillar for them for sure.
They don't need to sell 80 million Portals. All they need out of the Portal is for it to be a net positive on profit on hardware sales, for it to boost software sales and engagement, and PS+ Premium subscribers.
I think one the tech is good enough that you can't tell there is latency, then yes, Cloud will take over consoles just like it has for music and movies and tv.
It probably needs to be closer to perfect for gaming though simply because its interactive. Sony has a huge advantage over Nvidia and Microsoft here. Even though they have better cloud infrastructure. Sony has more popular hardware and hardware is always going to be a gate to streaming. The iPod was popular because it was digital and that was a necessary step ahead of going cloud on the iPhone with Spotify/Apple Music e.t.c.
Sony also has the software development.
When the time reaches equilibrium, hardware simply becomes a barrier to adoption. If Sony normally gets 120 million people in a generation, they could probably reach 200-250 million through a combination of hardware (console and handheld) and streaming. But there are things that streaming is going to struggle with which is VR, which could also be the future of gaming and gaming hardware.