Yep, though in the Fidelity chat, Ryan seems to particularly favor 'our existing IP going to new live service games' - he says that this is the category that "really excites us", vs. new and unproven IP, even from veteran teams. (I guess that may just be what he plays up to Fidelity, though.)

I also think that 'studio that knows what it's doing but is building a big live game from scratch that it hasn't launched yet' still has a pretty low hit rate in today's market.

(Neither of these points disagree with your points, I don't think! Just some extra flavor.)