The paragraph "Softforks don't chain split.." might seem like it's disagreeing with what I'm saying, but it's not. It's expressing the same mechanics with a different emphasis. I don't disagree with that.

His "bcash is an altcoin with an airdrop" - that was his line iirc at the time, and I always thought that was unhelpful (and also rather typical of his dismissal of the reality of any conflict with his position). The point is that bcash *becomes* an altcoin or an airdrop after it becomes clear that it has fully failed to gain general economic consensus as "the" bitcoin. It isn't that *by definition*, before the market has decided.

His last paragraph is wrong and BIP444 is a disastrously bad idea imo. I strongly suspect it will not get anywhere. (Note that this does *not* mean I believe an attempt to soft fork a simple restriction on OP_RETURN would be a guaranteed fail, but BIP444 is not that).