He was talking specifically about this Forge feature. When I hear "disruptive" I think of something like the web, which can displace or has the potential to displace things like newspapers and other traditional media. Or how eBay is destroying the classified ads business.
I don't see how a map editor disrupts the gaming business per se. I mean if you have a perfect game, people would never buy sequels. Since sequels or franchises are a huge part of the business, that would be disruptive but in a negative sense.
Of course it was a no-brainer that MS would make Halo3. Will it be a huge system seller though? It may sell 10 million copies. And with the hype, it will surely draw in some users who've never played H1 or H2 or even owned an Xbox.
But how many of those new users will there be? How many will be PS2 owners who are locked in at least in this generation to the X360 instead of the PS3 or Wii? That is the $64 question.
Forge sounds more like a hardcore feature, which is what Halo3 and X360 are accused of -- that they appeal to hardcore gamers, not the casuals needed to expand the installed base. It's the XBLA games and games like the Pinata games, the JRPG and the Rare games which would presumably expand beyond the Xbox demographic.
