Sensitivity to the user's emotions, and thus their capacity to feel insulted by such things as simplicity, explanation and repetition, is not an excuse for failing to address the need for simplicity, explanation and repetition, but advice to interface designers on the need to be both relentlessly explicit and yet at the same time not insultingly condescending is both familiar and unhelpful.
His examples are clear elsewhere in this otherwise thought-provoking talk, but in the case of reconciling treating the user as 'being drunk' with treating them as 'not being dumb', I think he leaves the door open to interface designers not still subjecting their work to sufficiently rigorous scrutiny: what does a dumb drunk user do that one who was drunk but not dumb would not do? How drunk do you need to be be to act dumb even if you are smart when you're sober?