So this popped up in my Twitter feed, courtesy of Adrian Chmielarz, superhuman developer of The Vanishing of Ethan Carter, formerly of People Can Fly (Painkiller, Bulletstorm, etc). The short version is that basically, I WAS RIGHT AHAHAHAHAHAHAHAHAHA! Mobile and F2P are really cool ideas, but everyone saying that the future was mobile, because it was a new market space... well, clearly, they were wrong.
Simple: new markets tend to grow rapidly, and eventually, the growth starts to slow down. A lot of people saw the growth and, rather foolishly, thought it would last forever, so they went "LOL PC IS DEAD" and ran after it, only to find out, eventually, that hey, it's just another market, and not everyone can be angry birds. Kinda like how tablets are outpacing computer sales because everyone has a computer, but not everyone has a tablet. Most people aren't actually replacing computers with tablets, and the home computer isn't dead. Just slowing down to be more reasonable now.
This, I think, is a good argument for niche stuff. A lot of genres, like the space game and the base-building RTS have been left behind because of some great new idea that got a lot of sales, but we're seeing lots of money getting dumped into them these days. There was—and is—still a market for concepts that might not necessarily be as huge as other stuff.
So yeah. This was supposed to be a blip. Now it isn't. Oh well.