He actually said HTML2, but I think, given that we are at revision 5 going on 6 of HTML with the addition of CSS and Ecmascript, while we have held pretty steadfast at HTTP 1.1, when talking about the web, HTTP got more right out of the chute than HTML did.
If Kay really was talking about the presentation layer of the web, this seems like a reasonable argument for it.
Again the intention would be that when HTTP2 comes along
Twenty years later and we've still not got it.