He says at 30:19 "There's no room for mediocrity in the Live Service space."
That's why it's the future of the medium. It's the more aggressive, competitive model. The planned obsolescence model will continue to shrink because it found it's apex predator. The videogame industry was soft bunnies in a field from 1970 - 2016. Then hungry wolves were added to the ecosystem.
I only watched 10 - 15 minutes of this but the guy seems to be fairly reasonable. Nothing too enlightening.