I'm also on team "I don't think this was the right phrasing but the fundamental idea is essentially correct." Like, I really can picture myself on both sides of this argument. I think that having a genuine belief in a "destined eventuality" of a revolution is important to counter capitalist realism, and it's really only in the last year or so that I feel like I've fully transcended that doomerism and believe in the very depths of my heart that capitalism will indeed be overthrown just like how feudalism and the slave empires were. So I think it's heartening when people talk about a revolution as if it's something that very much could happen rather than being caught in spirals of doomerism and pessimism, even if that speculation is imperfect and even has some liberal brainworms writhing around in there.
I also think that believing that a mythical revolution will save us is, more than anything else, simply ahistorical. Things are going to get worse before they get better. A LOT worse. Even once "the revolution" is occurring. Even for a number of years after "the revolution" has officially been won. It'll all be so much worse that the 2020s will be looked upon with fond nostalgia and mythologized as the "pre-war" times where things were simple and happy. And, most importantly, I feel like this idea of "The Revolution" being something almost divinely created and bestowed upon us, rather than actively fought for with the death and sacrifice of thousands, perhaps even millions of people, leads to a big fracture with the idea of putting in effort towards The Revolution. How many Tumblr and Reddit radlibs are actively cheering on Hamas and Hezbollah (and, god forbid, Iran - the object of so much scorn over the last few years due to all the "my people yearn to be free, let's overthrow the patriarchal and women-hating regime of Iran!" propaganda and color revolution attempts). I would bet that most of them are currently dejectedly commenting about how much the situation in Gaza sucks and how it's all doomed, while the Resistance continues its incredible fighting and is bringing Israel to its knees. The Resistance are working towards the revolution, but not The Revolution, and so they cannot be supported.
kinda incoherent further notes
I have trouble ascribing any particular blame for this tendency or making moral judgements, though. Making a comparison between socialism and religious belief only leads to the second question of "Okay, why is it bad to have a religious belief in an eventual blissful reward for all the earthly suffering?" And I can't really answer that. It's not "bad", it's a coping mechanism, as the "opiate of the masses" quote demonstrates. Not the "cope" sort of coping mechanism, either - every human alive has to have a coping mechanism (even if at a subconscious level) to remain functional in daily life. You can call yourself a nihilist all you want - when you're done with the daydreaming or philosophizing about the utter cosmic pointlessness of life, you then go do the laundry and go make lunch - very pointless activities in the grand scale of even your country, let alone the Earth or the Universe - rather than lying prone on the floor until you die of thirst.
Ultimately I have a fairly deterministic view of life and human society and all that. While I was anxious for a few years of my life about the seeming utter impotence of, say, the Western left and its organizations, and how we're spiralling towards fascism and climate hell, I'm not really anxious about that anymore. The beliefs and actions of people aren't really determined by what is told to them; "We've gotta stop climate change! We have to do socialism NOW! If we don't then the planet is toast and billions might die!" They're determined by their immediate conditions and surroundings. As conditions become more dire, the revolutionary potential of people correspondingly increases - the mistake is misjudging how bad things have to get before enough people decide that the cost of rebelling against the system is worth it. A naive leftist will look at every headline of "Thing gets worse!" and go "Please, NOW things have to be bad enough! There's not much more that capitalism and the empire can take!" But there is a lot more it can take. A few ten thousand more dire article headlines like that over the next couple decades and we might be getting somewhere.
So, a belief that the course of history is bending towards communism, sooner or later, is my coping mechanism. Previously I thought that "Everything will be okay in the end - if it's not okay, it's not the end," was a stupid, naive quote that belongs alongside a dozen other inspirational quotes on some imageboard, but I guess that's now my guiding star, who'd have thunk it. It's why I can really empathize with the radlibs on tumblr and reddit who talk about how "Oh, when The Revolution happens, we can have all these cool things, like..." And when they inevitably talk about how the USSR or current-day China is a totalitarian nightmare and we need to democratically vote in socialism but until then we just have to vote for Biden, etc etc, I now realize that their ideology and material conditions just need a little more time in the oven to cook. They aren't doomed to be radlib morons with no sense of strategy forever - the difficulties of the future will harden them into the revolutionary communists of this generation and future ones. If not, then the poorer nations will overthrow the system from the outside, and those radlibs will die mad in the ruins of Western cities. Communism is coming, love it or hate it.
I think I generally agree; as you lay out, I think a decent way of summing it up would be "As a competitive capitalism tends towards monopolized capitalism, capitalist firms generally trend towards developing characteristics that are comparable with feudalism, but they fundamentally remain different modes of production, and even stereotypical monopoly capitalist firms like those in Big Tech have not reverted to a feudal relationship between the oppressor and oppressed class. These firms still maintain firm control over the means of production and are profit-seeking, investing large sums of money into maintaining those profits. The commodities they are selling may be more abstract than steel or wheat or linen - such as a "branded musical experience" - but they still sell those commodities."
I do also really agree with his critique of the techno-feudalists not really paying attention to the state nor geopolitics. Obviously I haven't read any of their work so I can't say for sure whether he's being 100% honest when he says that the techno-feudalists pay little attention to those things, but assuming he's telling the truth, I think it's a pretty big blind spot given that imperialism is the primary contradiction.