I more or less agree with him- while I think the traditional Uncharted style single player experience may definitely be on the way out (unless it is lower priced like The Lost Legacy was), I feel that open world single player games, or linear single player games allowing for emergence and player participation (like Persona 5, and of course God of War) are still going to continue to do well.
I love linear single player games.
Take Cory Barlog, the director of God of War 2, and the upcoming PS4 God of War.
They may not do PUBG numbers- but I don’t think they have to to be considered successful.