I don’t think I buy that; in particular, most steam games are not demand driven. They’re mostly created by hobbyists, who do not, and do not expect to, make much money on them.

Steam is not super friendly towards AI and who knows what are motivations of those hobbyists. Maybe using AI doesn't sit with majority of them well.

I don't think you are gonna see the uptick in published software. At least not until there's money to be made from the additional demand.

What you are gonna see instead is drop in sales of published software (probably not games) as people build custom software with AI agents for their personal needs and use instead buying of the shelve products (and SaaS).