Can you expand on this? Have the fundamentals (in terms of scaling) of lightning changed since 2021? His argument is that we should be building something that can scale to the whole world, rather than accumulating a "sunk cost" in something that can't ever reach that scale. I think that's a reasonable argument (although he has a knack for rubbing people the wrong way, for sure)

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I do not mean that. I full disagree with him there. I would say his high level meta ongoing point that I think had validity is some bitcoiners(more the X crowd and not the Nostr crowd) are getting complacent and trusting permanently suboptimal solutions, e.g. custodial solutions are fine for me forever and lets cozy up to the government, etc.
While I think BIPs 300/301 and miner cotrolled drivechains that are user hostile and have zero protocol guarantees that they won’t rug you, change their state, etc are insane, I do agree with him we need to have more open minds to change. The ossify forever crowd got way bigger way faster than I personally think is healthy. We will need at least a few forks to survive.