The point of the essay (as I understand it) is that writing about something (as for example in a business plan) helps the writer understand the topic. The tweet says that pg is not interested in descriptions written by someone else. That writing a business plan can be edifying for the startup founder and at the same time of no interest to an investor, is consistent with both the essay and tweet.
He is saying that it isn't useful for him when deciding who to invest in.
I once had a meeting with an investor years ago. I had a dream of starting an internet cafe back when broadband was hard to come by. So I spent a couple weeks writing a business plan to show him. In the process I came to realize the idea was a dog. At least, it didn’t align with my interests once I ran the numbers, and realized that charging by the hour to use a medium to high end gaming machine could never scale. You can’t easily over subscribe which meant you had a real limit on the ROI you could get from the machines. Which meant that all the profit was in selling consumables. That’s when I realized I had very little interest in running a profitable eatery, I just wanted to work with the computers.
Words have meaning, and pg has done a poor job articulating himself in this instance, if his goal is to be understood. Since pg is a social media personality and his business ventures stand to benefit from his social media audience, reasonable people may speculate that his goal is NOT to be understood, but rather to drive engagement, and to that end he has been successful here. But it’s not actual thought leadership, it’s purely marketing.
The hate/cancel/pitchfork sentiment expressed by some replies, could be seen then as an intended consequence of pg’s remarks - the outrage-driven engagement cycle is a well known dynamic in social media. And the defenders like you are the other side of the same coin. It’s amazing and somewhat sad, but not surprising, seeing smart people get worked up over this.
Every time PG tweets, he can't give the entire context for everyone's benefits.
You either get PG, Naval, Sam Harris, Jordan Peterson, Tim Ferris, Musk, Bezos ... and understand where they are coming from and extract pearls of wisdom to enrich your life or you can bitch/whine/moan about semantics, sensitivity, political correctness.
Oh and I absolutely don't think PG needs to manufacture outrage. He has been a first principle thinker since 1990s and that means he will say things that go against the cargo pants culture.