It's not disingenuous. We never had major announcements at TGA, followed by another major announcement at a February State of Play only 2 months later that revealed another first party game. You got these announcements all at once at one show each year (typically, not always - obviously there are exceptions going back to the PS3 era). As he said, the games are still coming and there's plenty they have revealed that we know is in the pipeline. Insomniac continues to have multiple games each generation like they have in the past. No doubt games take longer to develop in general, but there's still usually multiple major releasing every single year from first and second party.
The games are not coming. I have developed a hatred for "Let them cook!!"
Guerilla is wasting time on Horizon GaaS. The series is already on the brink of becoming "mid". Nobody wants a Fortnitified live service version of it. Assuming it doesn't get shitcanned like everything else. It's clearly having dev problems.
FairGame$, another live service title coming from professional disappointment Jade Raymond, is nowhere to be seen.
Marathon is practically confirmed to be having major development problems, and is multiplatform in any case.
Naughty Dog is making Intergalactic. The likes of Colin will refuse to acknowledge it, but that game has a non-insignificant chance of punting ND from their pedigree status.
Insomniac is having dev troubles with Wolverine after a disappointing Spider-Man 2.
Ghost of Yawntei and Sleep Stranding 2 clearly aren't making a splash - even Colin's said as much.
Bend and Bluepoint are off the board.
Only other hope is SSM. And you can only hope that Barlog hasn't lost perspective the same way Druckmann has.
This gen is cooked. Reform is needed, and we need to reinforce that by voicing our displeasure with the current state of affairs. PS4 only happened because Sony got shellacked for the first 60% of the PS3's life.