I liked his slant on RT as well. He clearly called out the RTX 2000s and said there was no value in those cards, but now there is value in competitive RT performance.
It was disappointing to not see much in their keynote, but it's starting to make a lot of sense now. They wanted to make this release as good as they possibly could. They know they're behind Nvidia and need to react to their movements. If they can do what they seem to be doing, and provide good gaming performance (without the AI circus that gamers don't care about), with an improved upscaler at a competitive price, then they will do well. They won't even need to undercut Nvidia by 50% or whatever it is that some seem to be demanding.