I don't really think the author is misrepresenting the quote in any way, it just seems like many people are reading it as a hard statistic instead of a reference to a properly attributed quote.

Just anecdotally though, my company is not a startup, well established and well known and has already started investigating, purely for dev purposes (not product), using Chinese models - this was spurred by costs rising much faster than expected.

So while I agree that I don't think it's anywhere near the 80% level across the board - I wouldn't be surprised if it starts moving that way.