That's not the question posed in the OP.
It's asking what you think the industry overvalues right now, and what it undervalues.
Fine I will bite but what he said about what the industry overvalues and undervalues is all over the place.
Overvalued
Big Budget graphics. What? If this were true the Series S would be outselling the competition in reality it was available for a week on amazon in the UK last month, Microsoft second biggest market meanwhile the PS5 and series X are impossible to get hold. Gamers have always cared about graphics... at an affordable price that is the whole point of console generations.
Quirky Japanese games. Again what? Are you aware of animal crossing or all of Nintendo’s games? You know the most profitable company of the big three? What about Monster World, capcom in general is stronger than ever. Just because Kojima had a bit of dud (although by all accounts death stranding appears to be profitable) he's going to dismiss an entire country?
One and done 20-hour single player games. This is an advantage that single player games have because they do not cannibalize one another (unlike multiplayer which I will get to later) e.g., ghost and the last of us 2 released within a month of each other and still sold amazingly well. They are also selling better than ever and do not seem to be slowing down. Also, you know that the 7.5 billion acquisition Microsoft made was for a company that mainly makes one and done single player games, right? Far less commercially successful than Sony does as well.
High skill-based games. This is incredible how off base he is here. Firstly, Dark souls 3 sold over 10 million units (A metric he considers successful later in the post) and I think Elden Ring will be in even bigger Also I think darks souls fits in the Japanese quirky game’s category. Secondly what the hell??!! Fortnite, call of duty, Rocket league, Apex all have massively high skill caps and there literally the biggest games in the industry and having massive staying power. Meanwhile low skill ceiling games like fall guys and among us are huge for a while then crater.
Undervalued
Multiplayer. I thought he couldn’t be more off base with his last point by then he goes and tops it. What the flying fuck!? Every man and his dog know that multiplayer games are the biggest in the industry but here is the issue with them. They likely cost a lot longer term. Single players likely have a bigger upfront cost but once you release your done multiplayer games no doubt cost a lot more to maintain (anyone got any numbers on this I could be wrong, but I don't think so). Like I mentioned before they cannibalize each other. Players tend to stick with one game mainly and do not change. So, you often have one or 2 winners and whole bunch of losers.
Western Indie. This is the quirky Japanese game but in reverse there are some mega successes, and some complete flops why make broad statements about half of the worlds indie game development lol.
GAAS. People thought at the beginning of last generation that every game needed to be like destiny (I know GAAS has broadened to include other genres) to compete. In reality there's been what 3 major successes in this category (destiny, division and warframe) and it didn't stop Sony having its most successful first party games ever. (I think of it like this Sony's has about 7 IPs as big as Halo at its peak Horizon, Last of us, Uncharted, God of War, Ghost, Spiderman and maybe Gran Turismo). This is the same issue with Multiplayer if you hit big you really hit big if you miss your left with a bunch of empty servers.
Sandbox. Again, we know this is a big buck’s genre why on earth didn't he mention GTA
At the end of the day his whole post is a massive strawman everyone is clearly aware about which genres are big and which are biggest (especially game publishers). Breaking into those markets is another thing entirely so you have to find your niche. Sony's niche has clearly been big budget high quality story and gameplay driven games (people often dismiss the gameplay part but they are a big part of the games) and let third parties. Nobody really competes with them on quality and output at the moment. Rockstar and CD project produce one game a generation capcom and Ubisoft kind of do but there not selling as well on the PlayStation platforms at least (Ubisoft likely outsell Sony games if you combine all platform sales.) I don’t think either company matches Sony’s production values, level of polish etc. Capcom has got close though.
Personally, I think Microsoft has it ass backwards at the moment. They are putting services (Gamepass) in front of content (games especially exclusive games). Microsoft needs to make unique popular games you can't play anywhere else once they do that gamepass just becomes a nice bonus. (I think gamepass is cool idea with potential I 'am sceptical about it having the same kind if success Netflix, Disney plus has had but that's another post.)