Well to be honest the rumors (from all the sources, not only from AdoredTV) about Navi are all over the place for months now.
The only thing I know for sure is that Navi was scheduled from AMD to launch in 2018 and we still expecting the cards.
They had issues, they had delays and as result again they are trying to catch up with Nvidia.
If we are lucky enough and Navi is at least somewhat competitive then Nvidia could drop the prices of RTX cards (as Jim mentions may happen in his latest video).
Maybe best case scenario is Navi to have good raw performance even without ray tracing or good efficiency in comparison to Nvidia GPUs.