This is the opinion of one man in an Industry that does not care what he thinks. Every day Publishers are sending out free keys for exposure. Then when you get big enough they are even willing to pay you to play their game and in that case you can get anywhere from a few hundred dollars to even a few thousand dollars to play their game for x amount of hours.
The Industry clearly prefers the almost free advertising Streamers provide. Maybe that sucks for smaller groups who cant afford to give out hundreds or thousands of keys but maybe then they should do their research and find the right streamers for their targeted game.
It's clear the only reason he's coming up with this take is because of a mindset setting in at Google that he's been privy to. Google wants to beat Twitch with YouTube. How do they do that? By attracting streamers to their platform, and ideally only their platform. They want a revenue source of some sort, whether from the streamer or viewers through adverts, whatever the means, that scales with the viewership.
Google has two issues:
1- They want the streamers (and gamers) to play on Stadia.
2- They want to beat Twitch/streaming competition.
To solve #1, they need to attract streamers to Stadia. To do that, they likely have to provide a financial incentive to the streamers to do so, at least in the near term. Google doesn't like the idea of paying people in per-streamer-deals, they want to offer a service and make money from it somehow. So they need to have a bridge between a revenue source and the streamer to attract the streamer to their platform. Ideally for them, all devs/publishers would want to get paid by the streamers, and this is where Google can step in as the intermediary to get their cut. If publishers/devs don't ask for money, then Google has to, and that is not ideal to their interest.
2- If they solve #1, they think their platform would be more competitive than Twitch, for whatever reason, be it by offering a bigger share of the revenue, Google's dominance of "the web" in general, whatever. If they don't solve #1, they probably have to just outright buy Twitch, something they likely would prefer avoiding.