Piggybacking off that, OnLive never seemed to know if they were a hardware company, a software company, or a cloud company, and depending on which exec was talking and the day of the week seemed to have a different focus each press release.
Today you have major players that already cover all three bases (Microsoft and Sony) interested and playing in the space. You also have more opportunity to see minor players enter the space with less of need to be hardware companies (because more users already have capable hardware devices), or cloud companies (because more commodity streaming cloud options are available than ever before on AWS/Azure/etc), or even software companies as more platforms including the web platform have increasingly more high level APIs for a lot of the building blocks of game streaming.
Today you have major players that already cover all three bases (Microsoft and Sony) interested and playing in the space. You also have more opportunity to see minor players enter the space with less of need to be hardware companies (because more users already have capable hardware devices), or cloud companies (because more commodity streaming cloud options are available than ever before on AWS/Azure/etc), or even software companies as more platforms including the web platform have increasingly more high level APIs for a lot of the building blocks of game streaming.