They're probably right but it does feel like a negative feedback loop. I used to have an Intel MacBook, during COVID I had a blast playing COD: Warzone with friends while in isolation. But then I got an M1 Mac and that door closed. If it were possible to play I'd probably still do it from time to time.

That said, I probably wouldn't be spending enough on battle passes/whatever to make it worth their time. To be cynical, I wonder if it's less the total number of Mac players and more the amount of money earned from those players. Stands to reason anyone that didn't buy a specialized gaming rig is going to be more of a casual player.