I agree with your take. Funny enough Sony is the only one of ALL the companies that have been doing streaming for YEARS to actual customers. To me, everyone else is pretending. Google Stadia has literally no price to speak of and nobody has actually played games on MS's Xcloud at all!
So yeah, Sony has streaming already AND is giving people 2nd and 3rd gen VR games right now (and not years down the road). Nothing is theoretical for Sony at the moment. It's all in the consumer's hands. MS and Google are "telling" us how awesome their stuff will be. Hololens burned me when it came to believing MS at their word.