Well, isn't "misreading" the market what we always want good devs to do? There are way too many market-based games out there and way too less games that are made because the devs want them to function in a certain way because they like it that way. I mean, DOS was pretty much like that as well. It concentrates on co-op MP in the first place, although >80% of the actual customers only play the game in SP. I'd say that pretty much qualifies for the same "misreading of the market" if you put it like that. And they even go deeper into that space for DOS 2. I'm not so sure if it's a "mistake" but that's of course debatable...
In principle I agree. The 'market' I'm referring to is the target audience. For Larian, this means those attracted to a GM mode... PnP players/DM's, creative modders, Role Players. If they try to cater to the general gaming market, we run into a SCL issue of missing the target audience for the sake of a broader grab.