I think he's right. We have no idea if AI contributed to the ad in any way, so "no AI" in this context only means "not AI-rendered". The entire script might have been written by an LLM (which is perfectly fine by me).

On the other hand, the McDonald's ad is obviously AI-rendered, but all the concepts and prompts and choices might have been made by humans? Which doesn't make it any better (although it's not that bad, it's just average).