Especially because the criticism doesn’t require the entire video to be streamed. Think of radio sports, where it’s only the commentator’s voice. Part of the fair use test is “Amount and substantiality”. If it’s just commentary, small clips, or just the commentary are perfectly good enough and don’t require you to stream the video too.
This isn’t something new to video games and streaming. If I write a play and someone else performs it, it’s still my play and they need permission. If I write a song and someone else performs it, it’s still my song and they need permission.