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I think his logic is very basic. Most people could come to similar conclusions by themselves, but the truth is architecture is extremely complicated. Pascal seems to react very differently to Maxwell in DX12 for example. I think Pascal is similar to Maxwell in many ways, but to say they're basically the same is probably way of the mark.
+1,
It may have many similarities (no-one seems to mind the GCN iterations) but it clearly excels in certain ways such as VR and syncronous compute when compared to Maxwell, And why shouldn't it be similar? Maxwell excelled in many areas offering the best overall products through it's lifespan and so far Pascal is doing the same with obvious improvements in the features of the moment.
It may be Maxwell on speed under certain conditions but who really cares if it's still number 1?