It's hard to argue with numbers that are already there in front of you. A lot of the cost changes have been driven precisely because there was investment and the industry grew, his prognostications about it never being affordable were an attempt at a self-fulfilling prophecy in that by increasing skepticism about the tech curve, it never gets explored.
I'd be skeptical of his views of the future, though. For example, he mentions gas peaking plants, but grid-scale lithium ion batteries are already cheaper than natural gas peakers for many situations; lithium ion is getting cheaper but natural gas is not. The only advantage of natural gas is lower capex, but in this financial environment that's not a huge advantage. By the time that solar is displacing lots of other energy, lithium ion will be displacing all those natural gas peaker plants. Once he sees those numbers, he'll probably change his mind again.