Yeah this. Any 6'4+ stay at home dman is his comp. All of his development hinges on his mobility (straight-line forward and backward, pivoting, edges, etc).
He's really raw but details like puck skills (as in, corner retrievals and can make pro-style transition passes) and smarts are sort of there and that's what's enticing. If his skating hits, there's other tools maybe there for a top 4 role.
For what it's worth I think he's terrible right now. Really weak on pucks, really slow, really bad skater. But he's only 17 I guess.