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A shot across the bow of 10gen?
I doubt it will be disruptive to 10gen at all. I think it's more of an attempt to answer some of the criticism of key value stores as a db replacement: how do you query them in a portable way?

See also:

http://browsertoolkit.com/fault-tolerance.png

Does anyone have a guess as to what CouchDB and what SQLite technologies he is referring to?

I don't understand this perspective... I was confused at first, but I read about the first third of the couchDB book and then got it, and now I am excited that a "distributed map reduce system in erlang" (or javascript) is a much better solution- essentially my query results are pre-computed by mapreduce and this should make performance much better.

This is a lot easier than trying to figure out how to make SQL queries that will be performant or optimizing them later... in a previous startup we lost about 18 months solving this very problem. In fact, I see map reduce as a competitive advantage.

Maybe I'm a fool... I hope not.