He's buggered off. What was the gist?
well you probably know the gist: asic efficiency has pretty much peaked, and this will lead to mining decentralisation - we are at peak centralisation
also bitfury and bitmain much better at bitcoin asics than intel or amd - would take them 3-5 years to catch up
he went on to be quite pro segwit2x still (49 businesses, 95% miners bla blah), but said they'd need technical help from core! i'd better not infer anything from that