VR is the streaming killer. I was not entirely sure they'd even be able to get 2D video streaming like they have, because that already pretty much tapped out the technical prowess we can have. Heck, just running it over a network at all means you're going to experience pauses long enough to drop frames.

Since I assume Sony & Microsoft know this, and they aren't countering with a VR push but instead trying to match them with streaming, I suspect they judge the market either isn't there yet, or may never be there (on any business-realistic time scale). Or they just can't resist the DRM and lockin.