I don't believe anyone knows that, so thumbs down on his claim.
But I have been saying that it's not nearly as crazy as people think. Nintendo is nearly perfectly positioned for this transition already, whenever they feel the desire to do it.
1) They don't depend on 3rd party revenue all that much. They get some for sure, but have been without most large 3rd party series for over a decade now. If they do want to open a PC / Cloud store of their own, indies will still want to be on it, and that's the bulk of what they sell now 3rd party.
2) They have their game development budgets well controlled already.
3) They have truly universal appeal so the potential for explosive adoption on PC, TVs, cloud, mobile is huge. Virtually everyone wants to play their stuff.
Really all it takes is for them to calculate that #3 is a greater number than #1. Totally up to them, and I don't really think we'll see it anytime soon. Not until Switch 2 is fully done, so like 7-8 years from now we could see it.