If this line of argument were true, then Sony has a monopoly over PS4 games and Microsoft on Xbox Live games 🤷♂️ Good luck
It's interesting you bring this up, but Microsoft and Sony hardware allows for any registered developer to distribute however they see fit. They don't HAVE to use the internal XBL or PSN storefronts if they don't want to — They can go purely disc-install based if they want to, and there are plenty of third-party publishers in the console (and PC) ecosystems.
What makes this interesting is that Apple has said its App Store submission hurdles cannot be used against game streaming apps, so they might cause issues or install viruses or whatever excuse they have. That particular argument falls apart when you look at the hurdles a game has to go through to be placed on Microsoft's Cloud service, or even Google Stadia — Their checks make the App Store look like a joke.