It is quite the jump from “This is the path we’re headed down – a single unified, ‘beautiful’ product across everything. If you don’t get that, then you should probably work somewhere else" to "Agree with SPYW or GTFO". One is an admirable goal for a whale of a company and the other is a stubborn denial of contrary opinions. I thought Pando Daily was suppose to be a "different" tech news site.
Given the context, it's not much of a jump. Both the fact that this was said at an event after the "Search Plus Your World Launch" and also the strong emotion implied by "you should probably work somewhere else" indicate that this was mostly about their shift into social.
Of course, Lacy's take is the direction = SPYW as it was launched (as it is the news of the moment), which I more charitably interpret his words as direction = unification of Google products.