I'm not liking the idea of subscription based games.
Developers designing 'cloud based games' will worry about file sizes & loading times, leading to minimising the game, lowering the overall quality. NOT good, I want the quality of games to increase. I don't mind if the models / textures / sound effects etc take up a bit of space on my iOS device if the game is fantastically presented.
Continuously bouncing data to Big Fish's servers will kill battery life of your device surely...
Why make another app store sold through the Apple app store?
What's wrong with the now automatic over the air app updates with iOS5, and a one-tap buying system with the app store fully integrated with your device?
This is a worrying concept for mobile gaming anyway, I sure won't be developing games for this kind of system.
Anyway thats my rant over.