The main observation that this guy made one year ago was that airships benefit from the square-cube law. A truly gigantic airship can carry a load proportional to its volume, but experiences drag proportional to its cross-sectional area, so it ends up having very good fuel economy. But to get to this scale you need to be at least as big as the Hindenburg, preferably much larger.

But then it's difficult to see how you can deliver loads of a few hundred tons from point to point.

I think the guy would have a much better pitch if he sticks to the idea that the speed disadvantage is significantly reduced by the first and last mile overhead that impact equally both cargo jets and airships.