it's not even accurate - nintendo labo has shown there is a market for high spec high quality non standard games(as long as there is an assurance of quality behind it)
biggest hurdle for playdate is word of mouth - nintendo has that trust, i don't trust the company behind this. Same reason that android console failed - hell nvidia couldn't get enough support behind it
Panic is, ironically, a "moral panic" type of company. When e-culture shifts, they shift their policy accordingly. I would not trust them for stability.
What do you mean by this? What has Panic shifted on? The only example I can think of where they've shifted on anything is they released Transmit for iOS, then after a while they discontinued it, and that's because it simply wasn't making enough money for them to justify the cost of maintenance.
I don't see Panic approaching this as a "console" and looking for outside platform support. This is more like ten $15 Game-and-Watches bundled together.
If they offer more games after the fact that's cool, but at this price point I think most customers will love it for what it is.