The article neglects to mention that Zoom video conferencing is largely developed in China (due to doing its R&D there). This point tends to start flame wars, but it's worth mentioning.
The point about China R&D is a good one, and of course something to consider for other companies now and in the future. After all, he explains that Google was not banned in China, until Google put some operations into the country.
I think the article isn't trying to cover all the basis, but rather highlight that there are many difference ways to look at this problem.