So basically he's saying that if you don't have a reliable connection, next gen is not for you. The funny thing is that if there are people like that, he's telling them to go to their competitors for next gen...that's not a sound strategy.
Edit: The more I see the video, the more it looks like he doesn't believe in what he is saying. He looks a little sad, like he knows that maybe his job is in the line or that they have taken some wrong turns and it could cost them the generation and all the hard worked they did last gen. Sorta feel bad for the guy.







