On the other hand i hope he's wrong because that means games can die at the whim of whoever hosts the servers (they already have tons of issues with DRM and such). Personally i prefer to have control over when and where the games (and other software) i have are installed and i prefer to buy games from GOG and other DRM-free places (that give me an offline installer i can place on my external hard drive) whenever possible, but comparing the popularity between GOG and Steam with developers and publishers tells me that if the option for them to take even more control away from the consumers is there, the vast majority of them will go full on it.
This loss of control over the software i use is my main annoyance by far as a user when it comes to the trend of pushing everything as a web app.