My interpretation is that the author is cheifly concerned with two points: that biology impacts performance, and that dissenting views in Google are at time met with hostility that is more political reflex than it is critical countenance.
The first point should be obviously true, however we live in a time were identity politics on the left tries to shout down any but the hard line reaction to biological determinism. Both extremes are false and saying so should not be controversial.
"There are differences between the sexes." This is a statement about populations not individuals. It is also not a claim of causes only the current state of affairs.
Of all the coworkers I've had in tech, women make up a strong majority of the top 10. Yet of all the women I've known most weren't driven to excel to the same level of most men I've known. Whether you blame culture or biology for that sexism play A role, not the ONLY role in creating the gender discrepancy we see in the fields of STEM and executive management.
Bear in mind that prominent stocks like Amazon don't trade in their value, they trade on perceived future value and settle where that perceived value crosses with the markets risk tolerance.
Amazon has, and will continue, upward because they are capable of breaking into new markets at scale. Unlike Netflix which is quickly approaching market saturation, Amazon has virtually unbounded potential to invade untouched markets as they are currently doing with postal and produce. The result is that we can't see where Amazon's revenue will finally plateau. What we do know is that AWS profits make them extremely resilliant to taking losses in these other markets but at the same time highly vulnerable to competition from other providers like Google.
Fyi google has the better product, but it's better because it puts the kind of people who decide which to use out of work. So industry hasn't flipped yet. When they do expect Amazon to take a big hit.