Last mile times are always going to cause lag. 5g won't be rolled out for years, then you'll need a phone to take advantage of it so that's not going to help. Last mile in US performance is really poor unless you're on full fiber which isn't offered in most of the US. Even with direct peering to the ISPs, which they don't have, this isn't likely to be a superior experience compared to a local machine. They'll have to push the entire video stream along with the intelligence. That's a lot of data that can't be lagged.