They actually touch on Blue Prince in the article; it is interesting that Expedition 33 isn't driving investment in similar sized games. But the thesis seems to

They actually touch on Blue Prince in the article; it is interesting that Expedition 33 isn't driving investment in similar sized games. But the thesis seems to be that Blue Prince like (smaller budget) is the preferred direction; more attempts at the upside of a runaway hit. Medium budget games give you less shots on goal and no corresponding payout increase.