I'm addressing the question of whether we all had better assume all the RubyGems published after this incident were compromised, and my response is "that is probably not rational since the actor in this scenario had all this access legitimately just days beforehand". The rest, I don't care.
Look, it's enough to know that Rubygems did not require 2FA before August 2022. There were gems with millions of downloads with owners without 2FA on their accounts. I think your initial assumption is pretty safe even without the ongoing fiasco.