I'm sure he has valid points sometimes - like everybody else on this planet. This however, 'you guys are delirious with hatred', is not one of them for me and not something after which I, for example, would wanna continue the conversation. I read the post he reacted to with this and I saw zero hatred there, and just as much delirium...
I'm just astonished at the claims.
If Zen 2 is 6-7% IPC over coffee refresh, and ice lake with sunny cove is 18% IPC, sunny would be 12% IPC over Zen 2, estimated (although looking at the anandtech article of IPC, 7-9% was seen over Zen 2 3900X, let's kick in the couple percent for the desktop variant, just in case).
We then would have 5-10% on Willow cove according to estimates from leaks, so let's use 7%, the industry standard before the recent large increases on IPC. So we are at 19% over Zen 2 for Willow cove.
RedGamingTech's leak suggest 10-12% IPC increase on integer and 17% on the average for mixed workloads, with as high as 50% in some floating point operations. If that 17% number is true, that gives Intel a 2% IPC lead over Zen 3.
To be fair, Zen 3 mobile won't come out until Q1 2021 most likely. But also betting fair, we didn't really see commercially available laptops with ice lake until Q4 2019, meaning a similar scenario may happen for 2020 tiger lake.
This means frequency will be the make or break performance metric for that round of devices. With that, on other considerations like power efficiency, Intel may still be the preferred platform. But sticking to performance, that is pretty close. If Intel's boost is increased to single core of 4.0-4.1, while AMD's is around 3.8, Intel will have a 5% lead in ST performance.
But AMD could have more cores and a higher all core boost, which would give them the MT work horse win.
That suggests a fairly tight competition even in mobile regarding tiger lake and Zen 3.
In desktop, it really is a different story. 10-core skylake on 14nm++++ (who cares if three, four, or five iterations at this point) will square off against Zen 3, which would have over 20%, approaching 25%, IPC advantage. If it can reach 4.4GHz all core, that would be about the equivalent of Intel at 5.2-5.4. Suddenly, AMD could take more ST workloads while also having more cores.
Server side, Intel hadn't shown much to make them even really in contention with Zen 2 release, so Zen 3 continues the beating.
So on content alone, it does seem to be wishful thinking.