I have no issue with his assertion. The question or better yet, missing piece is was why Nvidia released Turing when it wasn't ready yet and IMO will be shorted lived as it's replaced with 7nm?
Two theories comes to mind:
1. They know what AMD is bringing to the market and want to be 1st.
2. They struck out on 7nm priority with TMSC until late 2019.
In either case, it is a 1st for Nvidia not to EOL their prior gen part after releasing the next gen part. Although I have to wonder what their Geforce Department is going to with the 10 series in regards to new released games. As they now literately have double the work to do until the 10 series is finally announced as EOL (any links on that yet?).