So, he is saying that this approach will only pay off if topological qubits are a fundamentally better approach than the others being tried. If they turn out to be, say, merely twice as good as trapped ion qubits, they'll still only get to the achievements of current trapped ion designs with another, say, 10-15 years of continued investment.
The utility of traditional qubits depends entirely on how reliable and long-lived they are, and how to can scale to larger numbers of qubits. These topological qubits are effectively 100% reliable, infinite duration, and scale like semiconductors. According to the marketing literature, at least…
Note also that this isn’t a simulated result. Microsoft has an 8-qubit chip they are making available on Azure.
IBM sells you 400 qubits with huge coherence problems. When IBM had an 8-qubit chip, they were also pretty stable.