My two cents:
No threat to console or PC games. Internet TV games will be extensions of the app based mobile games. So no threat. They cater to two different markets. And until internet based TV really kicks off, there's nothing for Sony, EA, 2K, Activision or Rocksteady to worry about.
http://www.gamasutra.com/view/news/175789/The_16_billion_threat_to_game_consoles.php
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