Great thought out article.
I think what you said is what's going to happen. Tbh as a physical medium advocate, I feared this day would come. It's inevitable, I know, to go down this route. As long as this keeps them strong, I guess that's the way to go. So yes, conclusion is they're most likely going down the IOS and Android route. One platform for all, different devices to play on using the one account. The better the hardware, the better the experience, obviously. And this is why, imo, the Wii U isn't dead.