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There is a mode of thinking that is far from uncommon in the games business right now, which simply accepts as inevitable the idea that subscription services will become the dominant business model for video games in the coming years.
Within that school of thought there are many schisms; there is plenty of diversity of opinion over which companies will end up as the dominant players, the role that game streaming will play in the whole situation, whether the market will support multiple subscription services from individual publishers, and so on, with positions on such questions being based at least as much on wishful thinking as on genuine market analysis.
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