I didn't write that they "have a consistent sort order" (they don't), I wrote that they will "consistently sort in the same order".
In other words I was not saying they are generated in a particular order, but that once you have them they will sort consistently - that is, requesting the data multiple times will always return them in the same order. In context it wasn't a comment about their inherent nature in any way, more about what the stable sorting might make people believe about that nature.
My point is that whilst both GUIDs and ULIDs have stable ordering (as per the above), the sort order of GUIDs very clearly has no meaning whereas the sort order of ULIDs gives the impression that it might without further consideration. This is simple fact; the issue is the weight you put on that fact. To me it is dangerous, but feel free to differ.