I think he's right, but since his company sells engines he's also got a vested interest in the conversion to software rendering coming to pass. It's a hell of

I think he's right, but since his company sells engines he's also got a vested interest in the conversion to software rendering coming to pass. It's a hell of a lot easier to build up a passable 3D engine from scratch using DirectX + Shaders etc than it will ever be starting from scratch and implementing those same algorithms in software. This will spread the field a lot - the best engine developers will be able to do amazing stuff with the complete control over rendering pipeline software 3D will provide, so the gap between the best engines and average in house ones will increase even further. Which is a great thing if you develop and license out one of the top 3D engines on the market.