I absolutely can and I don't think it is at all contrived to think that the recent consolidation in the industry is linked to a recent decrease in the building rate. Especially when NIMBY attitudes haven't really spiked and arguably are declining.
This doesn't mean that land use regulations (and permiting processes and the other NIMBY tools) don't have an impact, but it does mean that we cant look at that impact to expain the increase.
Believing there is only one cause is simplistic and naive and believing in multiple causes is not "contrived".
As I said elsewhere, I think NIMBY land use restrictions are an obvious tool to use by any would be oligopolist or monopolist who wanted to restrict the growth of our housing supply.
The actual article linked in the tweet does a pretty good job of layong out an argument for the importance of the consolidation among homebuilders (and notably spends no time arguing that land use regulations have no impact.) Instead of engaging with any of those argument you've opted for a shallow dismissal based on trying to tie them to a position that you are only assuming they hold. That is not how you have a good faith discussion.