It's important to remember that Gergely is in the business of clicks and views. While I've enjoyed some of his reporting, it's very clear that he's optimizing his reporting based on what gets engagement. On places like Twitter, sensationalizing topics and riding waves of outrage is a cheap way to drive engagement.
This material plays well to certain subsets of Twitter, HN, Reddit, and other social media sites where people thrive on sensationalism and outrage. His previous thread about leaving Google Cloud because it might be abandoned at any minute (lol) was sensationalist enough that even the usual outlets were starting to call him out on it, but I'm afraid the engagement may have only incentivized returning to the well for another dip into the "Google Bad" outrage pool.
This isn't the only Substack author I've followed who veered into audience capture like this. There's something about the ultra-tight feedback loop where authors/influencers can see the real-time engagement with their topics and continue pressing whatever button drives the most engagement.