> I'm not sure how AI could destroy the demand here.

By overwhelming the supply. How can a consumer keep track of what to play anymore?

As an example, I didn't even hear about PBZ until you mentioned it just now. The fact that Valve might occasionally select lottery winners is separate from other forces involved. I would hesitate to highlight the occasional breakout (artificially-promoted) success as some kind of evidence that there is nothing to see here.

> They just need to make good games.

If only we could just do that.