in the console comparison his argument would be more like ea, ubi, activision, gog/cdpr, devolver, etc should be able to operate their own stores on consoles and compete with the ps/ms/nintendo shops in pricing.
basically his argument is that consoles/phones should allow "just another launcher"
and he hopes his becomes the dominant "just another launcher" probably by buying exclusives up on console/phone ecosystems
In one specific way this already sorta exists on consoles with ea access. you pay ea separately for access to games but you download them (at least on x1) from the microsoft store on the console and i assume there's some kind of cut to ms from ea as well.
tim is arguing that ea should have the ability to host all the games themselves, provide service and support to customers themselves, and operate ea access as just an app on the console without needing to give ms that cut if they want.
however epic's reasoning for this argument doesn't really apply to consoles as there are more different options and varied terms of service between the three big console makers (not to mention pcs existing) than there is in the mobile space.