I'm sure this guy has his figures correct, and I'm sure he is right about the 30K GPU chips being available, plus the timescales being late October for full flow of product, however I'm not sure his malevolent Nvidia explanation holds water.
On Friday iPhone 12 family launches, together with a whole slew of ancilliary Apple products. The volumes are mind boggling, Apple sell an average of 220 million iPhones per year and they build stock like crazy prior to launch. Add into the mix that Apple delayed its iPhone launch from September to October, a whole month, something Nvidia couldn't have known about with much real notice and then the fact that both of them use the Foxconn board stuffing factories, and there's a real good explanation as to why RTX3080 is in shorter supply than Nvidia might have wanted.
Nvidia and Apple aren't exactly friends and the two wouldn't have had any communications forewarning this situation might arise. Any company with limited supply is of course going to satisfy the most expensive highest profit options first, companies exist to make profit, and when that is squeezed by supply the logical reaction is to seek to maximise what is available.
Apple iPhone production will be falling back to normal levels hence RTX availability late October early November. His predicition of the price of the 20GB RTX3080 is entirely in line with expectations, or cheaper at the lower end which rather negates his malevolence argument.