PC players buy from steam now, I bet most of the gaming pc does not even have a cd drive. I doubt they can maintain their market cap with esports and merchandises offline in real world. I mean the reason people play games is they hate to step outside into the real world...
steam, gog, origin (EA) are the options right now. right now only ea play has a subscription, but only for ea games. if gme creates it's own platform and go subscription route, they would be the FIRST to do it without restricting based on publisher like EA. That would be pretty huge i think, it's like the NETFLIX of gaming.
