To be fair, he only showed where the $200 Billion number came from and claimed that it's not an accurate way to evaluate whether or not the number.

I'd be curious if he still feels that US infrastructure is really swell seeing as US speed placement appears to have dropped.

I can say from my personal and work experience that U.S. connections are far and away better than large portions of the world. Peering agreements between companies are significantly saner than in some parts of the world, and the differences between wireline and wireless connectivity is pretty dramatic in terms of stability and speed. For US ISPs to be using wireless as a comparable service to broadband deployment is flat out fallacious.

ISPs have done fantastic work on backbone and datacenter speed and availability, but last mile consumer connectivity just isn't worth it to them financially. No amount of regulation or deregulation will make that worthwhile. This is why municipal ownership of the last mile is most likely going to be the long term solution if the US wants to increase speed and availability for anywhere but the most densely packed areas.