I saw the video a few days ago. It uses some napkin math but the author does at least use a spreadsheet / toy model to arrive at their conclusions.
The videos he makes do sometimes use napkin math but in the way a city planner does napkin math - with data.
They also don’t claim to be a comprehensive study and each video is accompanied by a pretty thorough disclaimer on what methods are being used.
Odd and unfortunate that this one was taken down.