The article mentions Amazon having the same trajectory but watching it unfold as reported by the gaming industry has been hilarious and sad. You have this tech behemoth that can and has thrown billions and recruited great people fail horribly because they haven't treated the domain with the respect and experience it requires.

You cannot simply order your minions to produce a billion dollar product in x years when dealing with entertainment. Almost every AAA game is created by studios/publishers with decades of experienced and even then the games don't always succeed (Cyberpunk 2077 comes to mind).

Thinking that you can go into a demanding and super competitive creative industry and make billions by treating games as another tech product is destined to fail. You need to play take the Sony or Microsoft route where you are both a publisher and several studios working over several years to change the video game landscape.