It seems like Apple and Google have a lot of opportunity here. My sense is that the subscription model would fit the "immersive" gamer far better. If they can

It seems like Apple and Google have a lot of opportunity here. My sense is that the subscription model would fit the "immersive" gamer far better. If they can get, say, 5% of the existing US market to pay $10/month, that's still around 1 billion USD annually. My guess is that they can probably get a lot more than that.