Given the constant growth of the gaming sector, and more money than ever being spent on it, I'd love to hear how many 'many people' actually is.
Just belly feeling, but i think the growth is over. Next gen will hide this for some time, but actually all generations play games finally, so growth can no longer be expected?
How many people, i don't know. But just read various user comments on announcements, all those shit storms, all this whining about repetition in never ending franchises.
I think is we have ignored this for too long because of all that growth. 20 years ago there was upcoming critique about too much cutscenes and too less game. But we did not listen, and nowadays the quality standard of cutscenes became so high, it almost is impossible to make a proper game around this even if it's linear. Only the biggest studios get this right, and all others fail at trying to copy. To me it's a dead end at least for single player games.
So i'm quite pessimistic and expect many studios to close in the next years. Dev's will form smaller teams and try go on with lower costs. Resulting games have to utilize other strengths.
Surely that's just personal speculation, but not offtopic. Cloud gaming will split the audience and the market will adapt in one form or another. Former niches can become a bigger part within their platform, and the offer in games hopefully becomes more diverse.
I don't know where you're seeing an opportunity for something new to satisfy gamers who aren't finding anything to enjoy these days.
Personally i can't find anything currently. I want to play games, but after 10 minutes i'm bored and quit. I'm tired about being guided like a sheep from one cutscene to the next quick time event. This is true for most people that i know. (Surely there is one or two good games per year, but i would buy more.)
It's not meant as critique. I'm an old boy myself, and i do not know how to do better.
In the past it was often new tech that kept games evolving, but increased realism and production costs brought us to a paradox situation: On one hand we have linear motion captured movie like experience, on the other it is impossible to reach this bar with actual dynamic gameplay. As a result the gameplay becomes somehow predictable and lacks free will. Also the game appears ridiculous - It's hard to take a story serious when right after that you just have to run around and kill all those dumb ragdoll puppets. This is the real uncanny valley we stick in.
Indie games have similar problems because they better avoid using detailed characters / cutscenes at all due to high cost. So they lack tools for storytelling, and they also lack custom tech not offered by Unity / UE4.
With more platforms and so smaller markets there could come a better middle ground between AAA / Indie. Stagnation could force us to come up with better game design solutions finally.