They don't start talking about the thing in the video title until almost 19 minutes into this, but once they do start talking about it, that's pretty much the entire rest of this 1:15:47 video. And I agree with pretty much all of it.
The gist:
- Stocks, the stock market, shareholders and all that shit suck scabrous scrotum, full stop.
- Square-Enix, and companies on the same path as Square-Enix, spend way too much fucking money on making their games, because the line must go up, always and forever. Except... the line can't and won't go up, always and forever.
- Square-Enix, and companies on the same path, must now compete not just with each other but also with live service games or GaaS/"gas games"/whatever the fuck we're calling them now, such as Fortnite and all that other dogshit.
- AAA and AAAA (and however many more A's you want to use) game development is innately unsustainable and will die, sooner or later. The modern video game industry (or at least that part of the industry) will crash eventually.
- Companies like Larian and Nintendo and Valve who don't have to answer to stockholder bullshit will weather the storm of the modern video game industry crash just fine. As will, apparently, the companies that make all the dogshit "gas games" now (and I don't necessarily disagree with that, either, but I sorely wish to hell it wasn't true).
- Some stuff specifically about Square-Enix and how they should stop taking profits away from the "good games" like (ostensibly) Final Fantasy XIV (you know, a MMO game about which I personally do not give the first, single shit at all) to waste on developing dead-on-arrival shit like Foamstars or Babylon's Fall or fucking Nosgoth or whatever. (What the actual shitting fuck even is Foamstars? Makes sense that I never heard of it before now, because it sounds like complete garbage, just like all the other "gas games.")