Zelnick's Three-Year Streaming Forecast
Zelnick described streaming as arriving soon enough to turn non-gaming devices into capable game machines. He projected that low-latency commercial streaming would expand the effective install base significantly within three years, even if it does not immediately multiply revenue from existing core players.
GTA 6 Performance Requirement

“I don't think it'll be relevant to us if you can't support titles like GTA.”
In a follow-up with IGN, Zelnick confirmed that streaming would have to match console performance on GTA 6 for the service to hold value for Take-Two. He noted his timeline remains a speculation because the required technology does not yet exist.
Hardware Cost Pressures on Consoles
Zelnick acknowledged that escalating component prices are not helpful for software publishers because they reduce the number of devices in players' hands. He suggested streaming could offset this limitation by broadening access without requiring new hardware purchases, and he said it would not surprise him if Sony and Microsoft incorporate streaming heavily in their plans.