He believes neither. We don't need to speculate, because the author writes quite deliberately to communicate his point. Here's the quote you're likely referring to, the one that mentions "lowering the bar":
> Hiring practices which can effectively lower the bar for “diversity” candidates by decreasing the false negative rate. (emphasis mine)
The author is not stating that Google's hiring practices result in unqualified diverse candidates receiving offers at a higher rate than non-diverse candidates. The author is stating that a greater portion of qualified, non-diverse, are being rejected. In other words, the author is not stating that diverse employees at Google shouldn't be there. Rather he's claiming that there are a substantial number of non-diverse candidates who should have received offers, but didn't.