It’s not pulled out of nowhere; his mental framework comes out of the management consulting playbook where you divide up the subject into groups A and B (usually only two groups) and try to glean superficial insights about one or the other for your customers.
Perhaps unsurprisingly, according to LinkedIn, Matt Schulman has a degree from Wharton. He is the archetypal tech bro wearing the trappings of nerddom. 15 years ago he’d have been spewing something analogous from a stone-clad building on Wall St