I agree that the talk raises a lot of questions. Hopefully that's a good thing, as I think they deserve the attention of curious people!
Regarding the mismatch between 3D hardware and 2D rendering, we'll need hard empirical numbers, but the approach I'm taking is basically to write a software renderer (not unlike Cairo or even libart which predates it), just one that's designed for massive parallelism so it can run on the GPU. This will have performance characteristics more similar to Cairo (just faster as so much more throughput is available) than rasterization-based approaches. The latter really fall down when there's soft clipping and lots of blending, as that requires generation of intermediate texture buffers. I do address this in the talk :)
I hope I will have more solid answers for some of these questions before long.