Just to lob a controversial thought in there: There may be some challenges the game industry faces that aren't solely "capitalism bad". The most compelling one I've heard is that, as games as a medium they have to increasingly compete with a growing back catalogue of classics.
Between that and the rise of indie games, it gets increasingly risky to invest in large projects.
(To try and preempt some comments: I am not saying that investors are "right" to pull out of the games industry. I just want people to consider whether the problem, and hence the solution, is more complicated than they first thought)