It's so transparent to me that Tim doesn't get it. He's going all in on a tool that will destroy his entire business model and he's clutching at handholds while falling off a cliff.
Fortnite is irrelevant in a world where vibe coders can vibe up any game, because LLMs give no shits about IP law. Unreal Engine is irrelevant when vibe coders can vibe up an engine, because LLMs have been trained on UE's source. What's Epic's plan to compete in a world of its own making?
It's been decades and Valve still move slowly, take calculated risk, provide consistent and future-proofed features and a stable service. Everyone has disagreements with some decisions Gabe has made, but he's generally well respected because he doesn't say stonkingly stupid shit like the quotes in that article.
What I'm getting at is that Valve's success is based on a foundation of stability and trust, not it's client's features. Tim's brain rot has broken his ability to understand that.