I trust Panic. They have an extremely long history of producing really high-quality Mac software, and they published Firewatch (which was excellent).

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.