This idea is just so fundamentally weird that I didn't think it could have been what he meant. Why does surplus only matter if you capture it after the bubble pops? Does the money I saved on Uber not carry forward? Does the cheap trip I took to the doctor's office where they found something important not still benefit me even if the company later shuts down?

Edit: You would need a literal Gods-eye perspective of the Universe to know how something like this actually nets out.