I found that moment pretty strange too, and was surprised NVK didn't rebuff it better. As far as I know there haven't been any software wallet thefts - doesn't make them 100% safe, but that's the logic Ledger CEO was using.

How could Blue Wallet etc. be as good as gone? Maybe if an attacker had your phone, and your unlock code. Fair enough. But many software wallets also enable biometric unlocking, so then need a wrench attack ... and how is that different from a typical Ledger wallet wrench attack?