It is a given fact that every established company will have a market research team to continuously evaluate the competitors and also look for areas of expansion. Like you mentioned, Saurabh Mukherjea is a storyteller, the quality which inherently compels him to give more details to entice the audience further.
In the above video, he is giving out the numbers, underlying business model and strengths & weaknesses. Now, as and when his research team comes to know about some other snippet, he unknowingly will also share it with others as part of evaluating some other opportunity. When I say, I have a vague feeling, I mean to say I’m not sure but the story teller mindset can spill out information more than required to the market. In my opinion, Saurabh Mukherjea has got good research team. And this story telling helps him in getting more clients, selling more copies of his books and eventually gets more intellectual satisfaction.