That's the conclusion I drew, but it's really unclear. He said at the end that VMWare blows Virtualbox out of the water. The graphs show that for shared folders but as far as disk access in general, they look fairly evenly matched (at least, that's what the graphs I saw depicted).
It's the nicest way to keep and edit your work on the host and run it in the isolated environment of the guest. VirtualBox shared folders have completely unacceptable performance here [1], and VMware handles itself much better.
[1] 10-15 second delay on returning a response in a Rails app, in my experience.