I completely agree with him. It continues to amaze me just how much Sony dropped the ball
Bluepoint isn't making a new IP, they are working as support team as they did in GoWR.
AAA games take longer every generation for all companies (not only Sony) because games got longer, with more features, with more content and with way more detail and visual quality. Which means more work to be done, so more time and people is needed to be made, as of now around 5-9 years of development with thousands of people working on it (not the whole time, I mean listed in the credits). It has nothing to do with "bad management".
On top of that, ND was the one who decided to branch out Factions to make it a standalone game, they weren't forced.
Bend never Days Gone 2 to SIE/PS Studios because the internal boss at Bend didn't want. Both DG1 directors said SIE/PS Studios was always very supportive with them, even after launch when getting the reviews. SIE/PS Studios ported their game to PC, started to make a movie adaptation, included it in the "best of PS4" which was the PS Plus collection and greenlighted the first post DG1 pitch Bend sent them.
Since DG1 until Bend moved to the new IP they did work in TLOU Online, work that may be partially rehashed in TLOU3, and in the Uncharted spinoff that may continue under development somewhere else (as could be ND, maybe it's the SP project they started to work in after shipping TLOU 2, or maybe it's the project where Bluepoint is doing support work after GoWR).
GG isn't remaking Horizon 1, they are working in Horizon 3 and Horizon Online.