I may have missed it--where were his statements directly questioned? It's been pretty much a given all this time that INFI would have to be an off-the-shelf steel due to the outrageous expense and logistics of getting custom pours done. As I understand it you have to commit to many thousands of tons on a monthly delivery schedule in order to get steel mills to even give you the time of day when it comes to even doing things like custom thicknesses of steels they already make, let alone something totally new.
So that being understood, INFI has been a trade name for an off-the-shelf steel (granted one that's probably niche and/or difficult to get in knife-friendly dimensions) that's been processed and heat treated by Busse. Sort of like how Cold Steel had their "Carbon V" until the mill that made it decided not to anymore, and Case has "Tru-Sharp" which is largely agreed to just be 420HC. Some seem to have taken this as if it's an attack of some kind, but it's just the logistics of things, and it doesn't make the end results better or worse. I mean, if it IS A8 Mod then you'd be likely to have all sorts of people writing all the time asking what the specific formulation is, and if they gave out the specifics it would potentially reveal their source, due to the "fingerprint" the specs would have. It's smart, marketing-wise, to just give it the trade name and keep the specifics as close to their chest as they're able. The more barriers to entry they have, the safer their golden goose is. And they've certainly worked hard to get where they are, so it's not like they're being selfish or anything. It's just business strategy.