When he says, I will never own bitcoin, may imply that every dime he makes will go back into the company. This can be a good positive feedback loop to grow equity. It may be a good strategy for entrepreneurs to grow their business on paper, but in a practical case most companies need a reserve.
I think a good analogy is solar panels vs a battery. He is saying I will have so many solar panels that I don't need a battery.
Of course some batteries loose their charge more than others.
But his central point is that bitcoin has no yield, and that is what the video is addressing.
A battery is not a solar panel.
