People want retail games and if the big 3 can’t cover that market a new and more sustainable subject will fill that space. Maybe it’s time to bring back physical media to PC, a more open system where publishers could make profit selling their retail games similarly to vinyls for music.
I built a desktop five years ago, and when I asked the Micro Center employee where the Blu Ray drives were, he looked at me like I had two heads, then pointed me to a sad little bin with loose drives with no boxes. People haven’t had disc drives for a long time. Games are also getting so big that you’d either need to require UHD discs (even I don’t have a drive for that) or multiple discs, and even back in the day, I hated multi disc installs.