I don't know the guy, but all of that sounds reasonable to me.

BG3 can be replicated, if you have a massive dormant IP that is part of a furiously resurgent franchise and have several hundred million dollars to burn in a years-long development cycle by a studio that has already done pretty much the exact same thing without a license successfully twice.

I wouldn't model my business on aligning that set of circumstances, but I sure am glad Larian did.

To be clear, there's a bunch of other AAA stuff that is also doing quite well with pretty clean, finished games. But for midsize stuff like PoP... woof, yeah, it's so hard to break through.

And you're right, it's a miserable set of incentives that if you launch broken you kinda have a built-in marketing hit because suddenly you're doing live support and adding features. No Man's Sky was a fun one for that. Cyberpunk. But those games did great at launch, so they had the built-in base to keep growing while they fixed the game. PoP launched pretty clean, was small and nobody cared, so it's no wonder Ubi has decided it can make those super talented devs do stuff on the next massive AssCreed or whatever is left of Beyond Good and Evil 2 or The Division or whatever.