He is clearly referring to his prior employment with startup Qelzal Corporation and expressing the errors of the journey they took.
It does not apply to BRN.
I wouldn't say it doesn't apply to BRN.
He's clearly sending a message for a reason and not just "shooting the breeze".
I think he could be saying
"pay me more money, or I'm joining Rudy".
He talks about investment "in people" and that the patents don't mean much, if the ones who created them are gone.
Rudy is gone and he's the main other side of that equation, with TENNs and PLEIADES.
You have to imagine, that he and Rudy still communicate and he is probably saying how "great" it is to work for Nvidia.
I think they should pay him what he's asking.
Unfortunately, if they can't, or won't, Nvidia will.