He uses a metric for importance other than just size.
That said, his points that there were 600000 software developers in the US 10 years ago and more than a million GitHub members now, SO there must be significant developer mindshare seems nonsensical unless maybe if you assume GitHub is completely dominated by Americans, which anecdotally doesn't seem the case to me (I spent a few minutes looking for a breakdown of users by country, but didn't see any).
Also, confirmation bias.