He makes the calculation that from the ≈3000 CHF needed to connect a location with fiber, only 50 CHF difference come down to PON or AON. The advantage of dedicated lines (for all ISPs, too!) overweighs the financial savings in his reasoning.
That is a surprisingly small difference, although when you are building a greenfield last-mile fiber network for an entire country that small difference probably adds up to millions, which is probably why we got GPON in Australia.
He makes the calculation that from the ≈3000 CHF needed to connect a location with fiber, only 50 CHF difference come down to PON or AON. The advantage of dedicated lines (for all ISPs, too!) overweighs the financial savings in his reasoning.