I very much agree with your analysis, except for the “IMO correctly”. Firstly, because I hold the views of a “rationalist-EA”, so it is to be expected following your argument. Secondly, because we should not hold emails/posts against people 25+ years later, unless they are continued and/or deeply relevant to their points today. Looking at his last publications, they do not seem that relevant.
However, I would like to point out that to me the benefits of EA also profit from the rationality influx. EA to me is “rationality applied to doing good”. So the overlap is part of the deal.
It seems it was entered, according to the (second) comment from Bruce here: Winners Red Teaming