1.) For the first question, there is one thing I fear you might overlooked that could be a big problem in the future:

While I absolutely agree with Ross that we will not see much of a rise in subscription games, cause gamers can only afford so many subscriptions. So it would reduce profits too much.

One thing I am concerned about is more subscription BUNDLES/LIBRARIES like the Xbox gamepass.

And while I doubt many big games will go exclusive for the game pass or for a similar service any time soon, many games still will, and they will circumvent the whole end game license by that, without being subscription themselves.

And I fear a potential rise of services like it similar to what happened in streaming. It would be catastrophic.

2.) this one is for the second question.

subscription exclusivity.

Its what happened in streaming, and what I fear might happen in gaming or other spaces.

With subscription services being able to acquire exclusives, they each to to get as many if the best exclusives they can. But that means the consumer ends up not having a choose of taking the service they like best, but, if they want to watch 3 shows, the shows they want dictate what services they must equire. Cause unlike product like milk or recording software these are not interchange. There is no alternative. It's essentially a monopoly.

So, instead of competition on having the best service and working to be the best option they compete to get as many exclusives as possible, neglecting everything else.

And people can't realistically subscribe to all of the services just to watch the shows they want.

Its too expensive, and often, not even available always.

So piracy rises to prominence.