No doubt, but his "less consistent" moments of reliability are still better than a lot of people's "most consistent" moments.
Tho meanwhile there are people usually dismissed as being bad insiders yet they have pretty solid sources at least to things like hardware. MLID is one of them.
Schreier makes some REALLY dumb points in this podcast though.
1. He says Destiny 2 is not profitable. That doesn't check out unless he sneakily omits context...
The Destiny team is roughly 400 employees. There's a lot of studios in this industry around that size. Naughty Dog for example. Destiny 2 was one of the top 12 highest grossing games on PC in 2023, a year that was not viewed as a banner year. In early 2022, someone from Bungie said Destiny 2 is was the most profitable it had ever been at that point and they expected the remainder of 2022 to break records for the studio. This suggests to me that Destiny 2 is likely a top 20 grossing game on Steam every year.
Now look at the 400 person teams (Larian Studios, Naughty Dog) who go 5 or 6 straight years with almost no income. I'm sure Destiny 2 goes into the black during drought months but it clearly generates a ton of revenue every single year that most studios their size simply do not.
So Jason is probably telling the truth that Destiny 2 is not profitable at a specific point in time, especially when you take into account Marathons team size, but he's omitting context because he knows his audience won't think.
2. He says that Marathon is a bad bet because Destiny fans prefer PvE and he isn't sure if Extraction Shooters are still popular.
Again, this is really dumb thinking. Bungie wants to generate money from their PvE loving Destiny 2 audience...why would they create another PvE game to siphon players away from their golden goose? You create a PvP game to develop a new audience so you can have two golden gooses. Honda doesn't make a competitor to the Honda Accord...they make a Honda Pilot because no one in business is as stupid as Jason Schreier suggests. Again, he says something so ludicrously stupid, and the other 3 hosts nod with drool dripping from their mouths.
Also, Extraction Shooters are still popular judging by Tarkov and Hunt Showdown. It's a new genre that has had 0 AAA efforts in the arena. That's literally the definition of a good bet.
3. He suggests that there's no hype for Marathon. Again, he omits vital context because he's speaking to mouth breathers...
Online discourse generally does not hype multiplayer games. Online discourse hates GAAS. And they DEFINITELY don't hype multiplayer games that haven't gotten a gameplay trailer. Expecting hype for Marathon, an essentially unknown IP with no gameplay makes no sense. You can only suggest this to people who don't have their brains flipped to ON.