Yeah, my immediate thought is "wow, that really shows the dangers of depending on a proprietary platform; maybe people will start going FOSS to escape". Because honestly, using a proprietary platform is an understandable move if it's useful and you think it won't do a rugpull, but a major vendor deciding to do exactly that feels like it shifts the analysis.
But I'm not a game dev, so take this with a whole helping of salt grains.
Likewise Nvidia...buried in supplemental CFO commentary[1] circa FY23 Q4:
> Starting in fiscal 2024, we are extending the useful lives of a majority of our servers, storage, and network equipment from three years to a range of four to five years, and assembly and test equipment from five to seven years. As a result, we expect favorable impact to operating income of approximately $26 million in the first quarter and $133 million in fiscal 2024 from a reduction in depreciation expense based on equipment balances as of January 29, 2023. The favorable impact will be primarily in operating expense, and to a lesser extent in cost of goods sold.
This isn't true, many open source companies make money in ways that don't diminish the core open source product, Kafka/ElasticSearch/MongoDB/Supabase/Vercel/Grafana/Red Hat/etc