That was my interpretation of that talk. It seemed like a regurgitation of opinions of an old aerospace engineer. But that's probably unfair to Dustin, I believe that he actually came to that conclusion himself. But it was a really incorrect take that SLS was somehow the "safe bet" in comparison to betting on Starship. The whole talk just seemed insane based on what I knew about both programs.
imtringued|3 months ago
Even with the projected 100 ton payload for V3, the minimum number of flights to refuel a V2 HLS Starship is 15 flights and 26 flights for V3 HLS.
If we are optimistic about New Glenn and the cislunar transporter, then it will take 4 flights to refuel the transporter for each moon landing plus one flight to launch Orion on New Glenn and another three flights to push Orion using the cislunar transporter. There is also a hypothetical option to use a second Blue Moon MK2 between LEO and NRHO plus a crew capsule launch that says in LEO.
Given a budget of 4 billion USD, this could pay for 50 New Glenn flights assuming falcon 9 pricing. 8 flights per moon landing means one moon landing every two months.
That seems pretty promising unlike SpaceX, which is locked entirely behind a functioning reusable second stage or they don't get to participate at all, because expending 15 to 26 upper stages is not viable at all.
But you do you. SLS only has to launch a few times until the cislunar transporter gets established, which means it is exactly the safe bet that the US needs to reach the moon.