"Perhaps. Though in this case he spoke about his direct knowledge as it relates to the steem/steemit/tron partnership"
I think that if you watch the interview more closely, you will discover that he is relying more on his own assumptions than on any direct knowledge. He even admits that he was not involved in the upper level negotiations.
RE: The investment case for Steem from a Justin Sun perspective... Hint: Steem is ripe!