For the technical guys. Deconstruct this please. A lot of it does not make any sense to me. Why would a sub need 70mm of excursion to match 2.5mm ESL excursion?
On paper, surface area is a great thing compared to a smaller driver.
Of course, what that guy forgot to mention, is that the sub is a monopole and the ESL will be dipolar.
Let's say the ESL begins its gradient roll off (6db/octave) at, i dunno, 250hz based on its dimensions.
That means that if its theoretical monopole output at 125hz is, I dunno, 110db, it's actual output will be 6db lower due to dipole cancellation - so 104db. And at 63hz, if it's theoretical monopole output is 110db, it's actual output will be 12db lower - so 98db. And if at 31hz, its theoretical output is 100db, its actual output will be 18db lower - so only 82db! So if the monopole has a max theoretical monopole output of about 90db, its actual output is... 90db. The monopole can also utilize a resonator, such as a passive radiator, to extend its response down to its tuning frequency. The dipole relies solely on the diaphragm to produce output, while it has a massive rolloff simultaneously.
Below 30hz, the monopole will normally couple to the room and pressurize the room and have rising output thanks to the room, whereas the dipole will NOT pressurize the room and roll off.
I'm not saying the dipole doesn't have some advantages in creating bass in the room, especially above ~120hz where much of bass is still located. It may not excite certain room modes as identically, resulting in a possibly different (but not necessarily better!) frequency response.
But being dipole, its efficiency and max output are severely limited despite its huge radiating surface area.