I just read his entire twitter thread.

The industry has a demand problem. Not enough time for people to play everything that's being produced. Most people gravitate towards a handful of games and those handful of games are becoming platforms in their own right.

>Roblox
>Fortnite
>Candy Crush
>Clash of Clans
>TikTok
>Open AI
>Facebook/Google/MS AI

That's the future of video games.