The presence of the shrouded pump-jet propeller on the 093B alone is a considerable step-up in terms of silencing capabilities over the 093/As, let alone some other non-insignificant improvements (including-but-not-limited-to improved 2nd-generation reactor with natural circulation capability) to be expected on the 093B.
(It should also be noted that the Yasen/Yasen-M does not have a shrouded (pump-jet) propeller, unlike the 093B. Also, the first Yasen-M began construction all the way back in 2009, while the 093B should have begun construction no latter than 2020/2021.)
At this point of development, I think that the notion of 093B being equivalent to the late-Los Angeles is rather conservative, seeing that the 093Bs are being built in the 2020s, not the 1990s or even 2000s-2010s anymore.
It has been a long way since the first 093 or even 093A units began construction. And per my observation - If the 093B didn't fulfill the demands and requirements of the PLAN for subsurface naval warfare that is to be anticipated in the coming years and decades, then the PLAN would never approve the construction of at least 8x 093B SSNs in less than 3 years - All while having the 1st next-generation (i.e 095) SSN's boat already under construction within only a couple years at most after the 1st 093B boat was launched in May 2022.
Such inference of mine is also based on the recent Guancha Trio podcast on China's subsurface fleet, bringing over from the 095 SSN's discussion.
Therefore, while his claim/assertion of the 093B being equivalent to the early-Virginia can be rather (if not very) optimistic, I'd say that somewhere in between late-Los Angeles and early-Virginia while approaching/closing on the latter would be more accurate/appropriate.
Overall I agree with this line of argument albeit with a couple of caveats:
- the significance of the shrouded propeller or pump jet, imo may be slightly overexaggerated
- imo much more important in terms of assessing the acoustic silencing of 09IIIB (and 09IIIA series before it) are the internals, as you correctly mention, which includes but is not limited to only a potential improvement in reactor/primary drivetrain. Furthermore, refinements of precision industry and miniaturization of subsystems overall between 09III to 09IIIB are likely to have benefitted the various 09III variants up to this point as well.
- there is a possibility that across the 09III family of SSNs (i.e.: 09III, 09IIIA family, 09IIIB now) that its overall pressure hull geometry might have changed slightly in a manner that might have provided it with more internal pressure hull volume. For example, the overall pressure hull diameter and the overall external hull diameter would not have changed across the 09III variants -- however it is possible that between 09III to 09IIIA and 09IIIB, that the pressure hull may have evolved from one which is more "tapered" on the bow and aft (i.e.: maximum pressure hull diameter is limited to only the central part of the boat's length), to one which is more "regular/smooth" (i.e.: maximum pressure hull diameter extends a bit more outwards to the bow and aft, which would have the effect of increasing hull volume within the pressure hull but not overall external hull diameter or size). Of course, such a modification would be not unsubstantial, however it is still very much far less than having a whole new submarine (e.g.: a whole new pressure hull with a larger maximum diameter overall)
- acoustic silencing is related to speed -- based on observations and some conversations I've been fortunate enough to have with some people, my guess is that 09IIIA (of early 2010s technology, remember) is about 971I/U and near 688i in silencing, so the idea of 09IIIB (of early 2020s technology) exceeding that to be somewhere between 688i and VA is not entirely out of the question. HOWEVER, acoustic silencing is not uniform, that is to say, the ability to retain a set degree of acoustic silencing is more difficult at higher speeds than lower speeds (for obvious reasons) -- so even if we play around with the idea of 09IIIB having acoustic silencing that approaches that of a VA, that hypothetical idea should be automatically done to acknowledge it is probably not true for all speed regimes.
(As an aside, one of the many areas of capability gain I expect for 09V relative to 09IIIB, is that I expect 09V will be able to have more comprehensive acoustic silencing across all speed regimes including higher speed regimes, relative to what 09IIIB presently may be able to achieve)