[1] https://cdn2.unrealengine.com/apple-complaint-734589783.pdf
[1] https://cdn2.unrealengine.com/apple-complaint-734589783.pdf
https://www.theverge.com/2020/8/6/21357771/apple-cloud-gamin...
https://twitter.com/FacebookGaming/status/129170874980819763...
All of Apple Arcade's games are just mobile games already available in the App store and reviewed individually. The above options are quite a different proposition and Apple's only grievance is they can't review the PC-style game content they are distributing.
It's probably more like Netflix than Apple Arcade, since they are streaming arbitrary content with subscriptions. But games have always been treated different, so again they are not being uniquely targeted.
(Not that I agree with blocking them)