I think the sentiment of the headline statement is off. What you expect a CEO to say is "OBVIOUSLY the one thing which is completely off the table, because of it's lack of alignment with our mission and vision..."

Instead of which he inverts it "we'd get like $150m if we did this thing we won't do because well.. we haven't decided to." with the implicit "... yet"

And I agree with comments below: he discounts risk side loss of income because of people walking away.