I think framing it as a competition between USF and DHS isn't quite the way to approach it. As I commented on the video, my enjoyment of USF has massively diminished over the last 15 years, and my enjoyment of DHS is basically at the level it's always been (with the huge caveat that I think losing Great Movie Ride was a gigantic mistake).
He also appears to have a lot more faith in Universal's imminent intentions to course-correct USF, the evidence of which I have yet to see.