My point is this: I am willing to bet that none of those companies are using Node throughout the larger portions of their code bases. Perhaps in parts of their code bases, where they can afford to try new things, sure, but not in the larger, more mission-critical parts: in those parts you will more likely find a lot of Java and PHP.
PayPal is frequently cited as one of the companies "using Node", for instance. But PayPal's Web site is running on Apache. Where's all that Node? Is it being used internally, for micro-services or something? For a mobile app? I can't find PayPal's Big Bundle o'Node.
The author's gist is that there IS NO HUGE WAVE of companies re-architecting their code bases in Node, and that, furthermore, the rampant proliferation of JS front-end frameworks looks crazy and frothy and misguided. And nobody ever produces any real, hard data to counter that general set of points. It's always the same stuff: "here's a list of companies that use Node", and "Node is the future and you're just old", "all the cool kids are using React even though it is wildly over-engineered for most use cases", etc. It's mind-numbing and repetitive and weird.