He's not theorizing, he's summarizing decades of historians' research. We know, for example, with the benefit of hindsight, that your idea would not have worked- it would have lead only to countless deaths via nuke, and then a long, slow slog through the meat grinder for troops and civilians.
How do we know this? Because we have Japanese communications from the time- and they basically sum up to something along the lines of "They don't have the balls to use the bomb against people again." with a side dash of "they don't have more bombs to throw at people."
Exploding the first one over water, the second one over a city on people, and then NOT dropping a third one because we didn't have anymore would have proved them right, and without a surrender it would have lead to millions of dead Americans and Japanese. They made so many purple hearts preparing for that invasion in 1945 that we still haven't gone through the backlog, 80 years later.
Now think about it without the benefit of hindsight. You know that culturally, they refuse to surrender. You know they see massive losses as completely acceptable, civilian, military, and suicide bombers. You know they want to try and grind the US down, make them give up because of the sheer number of troops dead. You know they're trying desperately to negotiate a favorable surrender where they can save face, maintain their 'experiments', and maintain their military, which is exactly the sort of thing that lead to WW2 in the first place. Finally you know you only have two bombs. Use them wrong, and the deaths, crippling, and wounding of millions of your own country's soldiers is directly on your head. Use them right, and you might get some surrenders.
Frankly speaking, dropping the two bombs on Hiroshima and Nagasaki almost didn't end the war. The second bomb was what finally changed the mind of the emperor, because he bought the bluff that if we had two we would throw at people, we had more. Even then, there was instantly a coup to try and halt the surrender process- and they thought this guy was literally an incarnation/speaker/appointed of god. That's how much the military hated the idea of surrendering.
And finally, do keep in mind- every time the US bombed a Japanese city, they dropped leaflets warning the civilians to get out. By all accounts, they were actually highly effective.
To make it clear, dropping the bombs was a horrible thing. That it killed so many civilians who wouldn't- or more likely couldn't - get out in time, even if warned, is horrific. Leaflets are good and all, but that doesn't meanyou have anywhere to go, or the infrastructure, and beyond that, the Emporer was executing anyone who tried to leave bombing areas. (Seriously, possession of a leaflet was grounds for immediate execution.) But the alternatives to dropping the bombs were judged, at the time, to be worse. And I believe that their decision to do so were understandable with the knowledge they had, the options they had, and the consequences to their own troops if they didn't.