Causality is not the same thing as correlation, and I understand that [...] I would also say — and this is what feels most true to me — that two things can be true. It can be that the broadcast model is collapsing, and, while we’re at it, as long as we’re collapsing here, what if we shove this one out a window first? I mean, this lamb’s got a very cuttable throat.

To my knowledge this is the most direct he's been on that theory, which aligns with my suspicions as well.