It's always good to hear the perspective inside different companies. Right or wrong, the perceptions are more important than reality: they impact on negotiations, budgets, etc. In that sense, it looks good (although I'd prefer some more concrete statements, it seems a bit vague right now)
That said, the content of this post is nearly identical to what we were saying back in 2008 when I worked at an MMO publisher. We were one of the biggest ones, so perhaps ahead of the curve?, but I was surprised how little the perspectives seem to have changed.
For the games I work with, most of this certainly has changed - but I have a narrow view these days. I would love to know more about the specific markets being talked about here - even better: some stats to inform and correlate the statements in this post would be great.