Valid point, except you completely ignored the main aspect.
Yes, both consoles will have natural progression of optimizations. But the PS4 is a bog standard architecture where they already use it all. The One has several special elements in their custom APU architecture, elements that aren't used by any of the devs yet, and which will with the next dev kit be used automatically if the devs don't specially optimize them.
So the potential for performance increase is a lot higher on the One, add in the extra power MS is freeing from the kinect in non kinect games.
As much as everyone disbelieves this, he is right.
The games which are running on these console right now are simple PC ports with hardly to no optimisation for the hardware its on, no matter what they say. From the reports and the rumors which have come around, it appears the DX11 drivers on the Xbox are very weak at the minute. This is compared to the LibGCN library which is supposed to be rather mature on the PS4. This was reported by the developers from the Tomb Raider games.
At the end of a day, a modern engine will need considerable amounts of it re-wrote to support things like Shape, DMA's and the eSRAM + DDR solution properly. Using DMAs to support the eSRAM + DDR architecture is something which hasn't ever been looked at in x86 form. Once it has been took into consideration more, and even developers consider offloading non-latency sensitive processes into the cloud, then you're going to see some very pretty games. Albeit, mostly first party.
Although, the PS4 is simple and more-so a brute force attempt which has really paid out in Sonys favour. GDDR availability and price, DDR factory fire etc. When games are ported from the PC, they sit excellently on the hardware since the PS4 is essentially a fixed PC platform in-terms of development so more power is utilized more efficiently from the get-go. This is exactly what's happened regarding BF4 and Ghosts. For example, even the UI on ghosts in-game is 720p on the X1. Prime example of the time restrains companies had to get these games to a suitable standard on all platforms. Although, it does have more a sizable GPU. It's moreso how the software integration pays off for both platforms and how the hardware is utilised. Heck, we don't even know Sonys OS uses on the system.