I went to a talk of his on CCC ages ago, and it was such a fascinating combination of geometry, causality, and asymptotics. I have absolutely no clue whether it's reasonable physically, but independent of that, it's just a really elegant fusion of topics in a fun to think about way. Worth a read for anyone who just appreciates elegant new ways of combining mathematical structures.
I've also seen this talk, at the behest of some spaced out friends of mine, an amazing experience and I still think about the universe through the lens of that talk!
