I think AAA games as we know it will go away

Nobody wants 15 year lead times for sequels that cant innovate because its too risky. Their audience will also have a major backlash towards any generative AI use or known agentic workflows in development

All while indie developers wont be constrained by any of this and can even do a full voice suite thats more immersive and even dynamic, in a smaller payload because there wont be audio files, just the voice model

I think streaming vs downloadable is a red herring, AAA games are on their last breath. The indie developers that break through will be the AAA experiences if the market chooses a title enough times