I think he was saying that a fat cells job is to store energy, when it is full it stops signalling that it can store more. His theory about stalls is that in someone who has had their cells chronically stuffed, that when those fat cells eventually become less stuffed ... that signal "I can take some more" is mistaken for "I need some more".
I don't agree with Ted.
I suspect the cause of the stall that many people see after losing a lot of weight is their adipose tissue is becoming healthy and willing to store energy, but their fasted insulin is high enough even when they don't eat carbs to prevent them losing weight.
Someone who is type 2 diabetic has fat cells that are no longer willing to abide by the signal of insulin to hold onto energy. So fat cells are overflowing energy into their circulation. Their pancreases are producing more and more insulin to try to get circulating lipids down. It is one of insulin's roles to switch us between using fat for energy and using glucose for energy. When glucose is present insulin goes up to turn off the spigot releasing fat into circulation. It also shuts off getting long chained fats into the furnaces to be burned. The idea is when you have glucose in circulation you burn that, and when it drops so does insulin and then your body fat releases energy and your cells burn it.
So the derangement is fat cells unable to live up to that contract any more and releasing free fatty acids into your blood, and cells unable to oxidize that fat.
What happens when we go keto is we lower insulin sufficient to allow our cells to burn fat, and we start drawing down fat in circulation and eventually our body fat becomes willing to listen to insulin again to regulate when they release and store energy,
The point that the stall happens is I believe when your adipose becomes healthy and meets your own level of fasted insulin secretion.