Yes but the difference here is there is only one human in the conversation. The other side can tolerate a 200ms delay in receiving or sending perfectly fine because it is not constrained to run in exactly real time like a human brain is.
I think he is right. This is an interesting point that I haven't considered before. The reason we skip 200ms instead of pausing for 200ms when we get missed packets in a WebRTC call is because we can't pause the human on the other side of the call. But we can pause AI just fine.