Very good analysis by your friend. It echos many of the thoughts I’ve had about the differences between the two.
The thing for me is this. If for example you take the idea of a worker run factory that ancoms like to talk about, then what would they do in the case of someone coming along and trying to take their property or destroy it? Would they use force to remove the threat? If yes then how is this different than what they complain about ancaps? If no then it’s easy to see the failure in that type of system.
It seems to me ancoms have not thought their system through in effect. It’s as if they have never worked for any length of time in their life.