This statement was made by Ubisoft's director of subscriptions, Phillipe Tremblay, who recently spoke to Gamesindustry.biz about the digital future and Ubisoft Plus specifically. Tremblay states that people eventually "got comfortable" with not owning their CD or DVD collections, and that a similar shift in attitude "needs to happen" in gamers.
That makes sense. Carrying a library is a whole different thing from having access to a library...