You seem to be the one with no idea how a TPM actually works if you think what he said is in some way incorrect. All TPMs have immutable keys burned in at manufacturing time (called 'Endorsement Keys'), which are unique per TPM.
Until a platform reset on a firmware one (which is most now) sure.
I buy into the use of TPM for DRM, but not for unique ID beyond them burning their own keys to ID an individual install. Really doubt they'd id via endorsement keys.
And all of it is flawed and dumb but that's a seperate issue.