He comes down on Navi pretty hard, mostly for price, but he's also right you'd like to see it at the 150/180W marks that Polaris hit.
Edit: I think there is a non-zero chance that Sony or MS uses Samsung 7nm for their console. It's near identical to TSMC 7FF in density, but the wafer pricing is excellent. The AMD GPU deal and Nvidia switching to Samsung for Ampere could be bellwether moments. We'll see if that reddit leak was true about 7nm Samsung for PS4 super slim. It makes a ton of sense as a pipe cleaner for AMD and validating their GDDR6 PHYS on Samsung 7nm.
I think the power consumption is going to be prettty identical to an RX 580.
I think there's miscommunication and misinformation because TDP and TBP are being mixed around by everyone.