He’s right on all counts. Larian is – today – in an unparalleled position as a developer of RPG games. They have great experience, multiple studios, a supportive community, and a huge IP.
All of that, except maybe the supportive community, are traits which the huge gamestudios/publishers like EA and Ubisoft also have. I’m pretty sure it would be hard for ubisoft to claim inexperience when developing the next assassins creed for example.
I think the main difference, as mentioned in the article, is the vision. Ubisoft wants to make the next games in their money making franchises. Larian wanted to make a good game.