I don't think he has really articulated a meaningful distinction between the two. It seems to be approximately "it's a centaur when you want to use AI for something and a reverse centaur when the boss wants you to use AI for something".
What he seems to want is that if AI can reduce the time it takes to do something, the time saved should be used to improve quality rather than to produce more output with fewer people. Which is nice and everything, but if you want that to happen what you need is not abstract indignation that corporations are willing to produce trash as long as people are willing to consume it, it's some efficient mechanism for people to discover high-quality things in a sea of low-quality trash.