Some good points here:
- Subscription services like Netflix and Amazon Prime Video didn't affect the quality of movies and TV shows. If anything the quality got better based on the number of awards streaming services are winning (the Best Picture winner this year was on Hulu).
- He spends time talking about the budget of big games from places like Naughty Dog and Santa Monica could fade away and how the riskier games will probably move to sub services.
- People like Druckmann and Kojima could defect to things like PS Now and GamePass for more freedom to be creative.