I have not seen it yet, however I have heard favorable responses about it. The responses have largely been that Dave's theory is basically a near-complete summary of science that doesn't include roughly the past 5ish years of scientific advancement, so it isn't entirely right, but a good deal of the way there. He's been shaping this theory for like a decade now. People who are more familiar with this (such as career research endocrinologists) have given favorable commentary about it, but it isn't perfect and has small gaps.
I have seen him speak about his theory on a few well known medical/science podcasts, so I am a little familiar with his work so far. I find it interesting that he isn't a career biologist in any way, but a software engineer. So, I imagine he'd fit in with the HN crowd quite well.
The major part of his theory I think that is interesting is people who have weird insulin responses (ie, have been or are insulin resistant; so, have, had, or will have Diabetes) have largely shaped what we consider normal cholesterol numbers. Also, people who are lean and eat low carb may just naturally have different ratios of cholesterol numbers; iirc part of his argument involves the LDL-P(articles) to LDL-C(holesterol in the particles) ratio or LDL-C to TG ratios, and how it may be that they have "bad" ratios that most doctors would try to treat with statins, but there is actually nothing wrong with them, as other biomarkers and CAC scans indicate there is no increase in arterial damage even though they have "bad" ratios.
So yeah, I'd consider it worth watching, but don't take it as gospel. If it shows up on a streaming service I have, I'll consider giving it a watch.