Both these thermodynamic arguments look good, I don't see any contradiction though
(1) can't heat an object to a higher temperature than a source object using lenses - you can't transfer heat from a cooler object to a warmer object without work and lenses don't provide a mechanism for work. This still leaves room for reflected sunlight from moon albedo getting something hot enough to burn, at least from a thermodynamic perspective.
(2) you can get something arbitrarily hot using lunar panels, this is just a bad heat pump (max COP 1) where you feed work generated by the solar panels into a perfectly thermally isolated system with a resistive heater, and we could do this a bit more efficiently with a true heat pump.
(1) can't heat an object to a higher temperature than a source object using lenses - you can't transfer heat from a cooler object to a warmer object without work and lenses don't provide a mechanism for work. This still leaves room for reflected sunlight from moon albedo getting something hot enough to burn, at least from a thermodynamic perspective.
(2) you can get something arbitrarily hot using lunar panels, this is just a bad heat pump (max COP 1) where you feed work generated by the solar panels into a perfectly thermally isolated system with a resistive heater, and we could do this a bit more efficiently with a true heat pump.