Have seen this one and many like it. He's giving a precise scenario in which sender can glean some info in monero, vs comparable lightning scenario where you cannot.

In that limited scenario, which isn't all that niche a use case, tracking is possible by sender. Call it what you will, but thats his only point as far as I can tell.

The counter, imo, should be to focus on the trade offs lightning gives up for such to be the car vs a layer 1 pow chain. And maybe to offer scenarios where they are equal or monero does better.