(2) Yes, but JRuby and Ruby 1.9 both handle those problems much better. Moot argument.
(3) So rather than picking an "unproven" technology (by some measure of unproven), they write something completely new in a comparatively immature programming language. Yup. Much better choice.
And since when did JVM compatibility matter? The reason they chose the JVM was good threading and so on, but Erlang has that same support. It wouldn't be introducing a third "exotic" platform, but a second, different platform.
Of course, I'm saying this stuff from an outside perspective. I'm hoping he elaborates on his blog, because I would really be interested to hear a more technical explanation of their decisions.