I don't think it's a generous analogy, but it's poking fun at being test DRIVEN, rather than driver driven. I think he'd agree with you that it's the thinking and navigating and "actually caring about what they're doing" that matters. Tests are a tool to aid that. Tests don't sit in the driver's seat.
Yeah. To me "test driven" really means that I write code under the constraints that it has to make writing my tests sensible and easy. This turns out to improve design in a large number of cases. There are lots of other constraints you can use that tend to improve design as well (method size, parameter list size, number of object attributes, etc are other well known ones). But "test driven" is a nice catch phrase.