I agree, though NVDA is also probably pissed at losing so much market share, so this could be their way of striking back. (Also, NVDA can afford to subsidize gamers by selling the same chips with DP enabled for HPC and professional graphics customers.) But then again, I am in the camp that believes that GK104 is NOT at Tahiti-like performance levels when comparing overclocked vs. overclocked or stock vs. stock.
I think Charlie calling GK104 a winner, is based more on financials than on price/perf to the end consumer. Apparently GK104 is a relatively small chip that nevertheless probably overclocks to the level of a stock Tahiti or so. If you overclock the Tahiti chip, though, obviously it will be faster again. If that's the case, the GK104 = RV770 comparison might be made.
Also note that GK104 has 1GB less of the highest-end GDDR5 than Tahiti, so it will be cheaper for that reason, as well as having a smaller chip, and probably also a lower TDP and thus requires less robust PCB and components like voltage regulation, fan, vapor chamber, etc.