I think you distilled the best quote from the article. What's most interesting about this is the manifestation of tangible gains from shifting from the open web into native applications for content that isn't necessarily even media-heavy.
Here's an interesting article that dovetails with the one above:
Tools don’t solve the web’s problems, they ARE the proble
The movement toward toolchains and ever more libraries to do ever less useful things has become hysterical, and with every day that passes I’m more happy with my 2006 decision to ignore tools and just carry on. Tools don’t solve problems any more, they have become the problem. There’s just too many of them and they all include an incredible amount of features that you don’t use on your site — but that users are still required to download and execute.
That’s the problem. Remove the tools, and we’ll recover speed.
He doesn't touch on design and ads to monetize, but by virtue of their absence I'd guess he feels they are secondary and tertiary issues w/regards to the speed tax.