I do wonder if its more about the fact that RTX isn't able to use the data structures it uses, but maybe AMD could. He wouldn't be in a position to say. Due to nda'sActually he talks more on downsides of RTX than about his own tech.
Wasn't sure if it's his English or not, but he could've easily said upcoming hardware without mentioning amd. So I'm not convinced that's the case. But is possible.