Chris Avellone
Arcane
It seemed to me to be a "general opinion piece" sort of talk not related to any one studio. I wouldn't call it data-driven exactly (there isn't much data out there after all) but he did bring up arguments both for and against.
You can watch it here: https://www.twitch.tv/videos/252031193?t=06h06m21s
So... was it based on observations from a bunch of studios? I'm sorry, you brought this up, and I don't have time or the inclination to watch the presentation for a reason you brought up: It's up to you to fully, completely, explain your position and your stance. You may begin, and omit anything from your response that isn't facts - like no "seem" or "I think" or "I believe" or worse, "I feel/I felt." If you report the news, then I need you to embrace what that means and act like a journalist would, not an editor, and condense the facts so I may respond to what you've laid out properly.
If you can't do that, then I have nothing more to say.