Actually, they're dead on. (And no, I won't corroborate that further. But it does download a stub copy of iOS.)
Also. Jimmy Hoffa is buried inside that microcontroller. I won't corroborate this further, but this is the dead-on truth.
It doesn't prove anything, but it certainly fits the context. I would say the theory (and the extra bit of information) merit being analyzed further.
FWIW, a "stub copy of iOS" would mean in this context "a copy of iOS where every OS function is stubbed except what's necessary to run AirPlay."
that gives me less confidence, not more.