I mean, I agree with them. I think people who say 'NAT is not security' are only correct in the absolute most pendantic way and that the way NAT is commonly configured is literally the only reason the internet doesn't consist mostly of botnets.
But I also suspect that if IPv6 were more common, we as a society would be better at it, and not do dumb things like hand out globally routable IPs via DHCP6