I somewhat agree with him but it's more of a lesser evil thing and the market is different now compared to skylake launch. Haswell-E started off the consumer ddr4 market with it's own foibles but the enthusiast segment will more easily adopt a newer memory standard. Although I see mob manufacturers just releasing a variety of boards, ddr4 at the lower budget, rgb extreme ddr5 boards and some combos.
This is the year for everything being delayed though so the ddr5 ramp might be late and cause additional problems, especially as we have so little information on epyc4 and sapphire rapids and their launch windows.
Regarding his "20% IPC" statement, isn't that only people misreporting intel's own "20% more single thread performance" they haven't specified ipc themselves yet.