The area argument is more important here because the lens cannot increase the number of photons per second, but it can decrease the area. If F = N / (t * A) where N is the number of photons, t is time, and A is area, the lens can change the area, but not to 0. And if you need a sufficiently high F to get to the right temperature, the only way to get there with limited N is to bring A sufficiently close to 0.
If you have multiple magnifying glasses and mirrors I am fairly certain that you can. That is the equivalent of using a set of solar panels that power a laser. But that was not what was postulated in the original thought experiment, so it does not apply.
I am still fuzzy on the thermodynamic argument, but I was never good at intuiting thermodynamics. The argument presented is that if you have one body at 100 degrees C, and you put another body next to it, you cannot make the second body hotter than the first. That makes sense. But if the first body is constantly generating and transferring heat to the second with at most 100 degrees C temperature, and the second body has some way to store heat energy, then it is possible to heat a local area of the second body to higher than 100 degrees C. The storage of energy here is what I think counts.