"how could I possibly have 15 and 20 year old plants in containers?" That's not what I said. I said it's a bad idea to start small plants in large pots unless using a highly aerated medium with sharp drainage. We all know what over-potting is, and putting small plants in large pots using most commercially prepared potting media typically results in loss of potential that can never be regained. Over-potting occurs when the soil volume is so large compared to the plant's root/soil mass that several inches of excess/perched water remains at the bottom of the pot. Roots are extremely reluctant to grow into water-logged media and perched water quickly kills the finest roots that do most of the plant's work.
How large the pot can be from a practical perspective depends primarily on the grow medium. If the grow medium holds little or no perched water, there is no reason one couldn't start a liner in a 5 gallon pot. However, if using a medium based almost entirely on fine materials, which would average 4-6" of perched water, The plant would certainly suffer if the grower was watering correctly. If the grower chooses to water in small sips to avoid over-watering, the limiting factors change from excessive water retention to an accumulation of dissolved solids, skewed nutrient ratios, and potential dry spots in the medium.
Your position ONLY works if plants are watered very frequently and heavily. Very untrue. I water everything I grow frequently and heavily, even in winter. I ensure the entire soil column is saturated and at least 20% of the water applied exits the drain hole, so any accumulation of dissolved solids as a whole or individual nutrients are carried out of the drain hole. The media I use allows me to do this easily w/o any concern about the effects of over-watering because they hold so little (or no) excess/perched water.
If the soil is allowed to get quite dry several inches down before the next watering, there is sufficient air in the spaces between particles for root survival. That depends. If you're using a grow medium that supports 4" of perched water in a 4" deep pot, how much air porosity is there? None. If you're using a medium that supports 4" of perched water in an 8" pot, first, the roots will not want to grow into the 4" of saturated medium at the bottom of the pot. Then, if they do happen to grow into that area, the next time you water, at a minimum it seriously limits root function in the saturated area, or it kills roots outright. Any time a planting holds excess water, as long as long as the excess water resides in the pot, it's a limiting factor. Air and water cannot occupy the same space at the same time.
Too, in a 10" deep pot, when the top 2" feel dry to touch, the bottom 6" of the soil column could be 100% saturated with water.
Please try to take into account that water continues to evaporate and drain through the holes in the bottom of the pot, evaporates from the soil surface and transpires through the stomata of the leaves. Evaporation through drainage holes is negligible, and once the container has drained to container capacity, it stops draining, leaving the planting at container capacity. Transpiration cannot effectively pull water up from the roots and through stomata unless roots can function normally. That is why over-watered plants wilt, just as under-watered plant's wilt .... more than enough evidence that excessive water-retention is to be avoided whenever possible/practical.
I'm not sure where you guys are getting your information about the effects of root congestion and excess water on container plantings. Excerpts from Plant Production in Containers II by Carl E Whitcomb PhD:
" The question frequently arises, "When does root development in a container reach the point of being 'root-bound'?" ...... Rootbound begins at that point where growth rate of the plant begins to decline due to root intermingling and congestion and a decrease in oxygen and available space for for further root development. It continues to the point where plant growth cannot be stimulated to proceed at even modest rates, regardless of fertilizer, water, light, or temperature conditions. The greater the decline in plant growth and vitality due to root congestion and decreased root activity, the more difficult establishment of the plant will be in a larger container and especially in the landscape. At some point, the plant becomes so stunted that the only value remaining is as organic matter in a landfill or compost heap. Being root-bound is, therefore, not a specific point or condition but rather a progressively undesirable condition from the ideal state of root development to the very undesirable point where the plant should be thrown away. [bold emphasis in original]
.... a key point to remember is that once a plant's normal growth is restricted, for any reason, the plant will never catch up with plants that have not been restricted - assuming all other factors are equal. This can be readily observed in the photos in chapter 2, where a three-year-old pine is 1/4 the size of a one-year-old (figure 2.20) The ideal point when transplanting should be done and to avoid any root-bound stress is as soon as the root development has progressed so that it will hold the soil mix together, no more. This is much sooner than would normally be anticipated from observing the root system. {Bold emphasis again in original]
Perhaps the best advice for plants even remotely close to the point of being rootbound is simply, "If in doubt, throw it out". To put it another way, it is far better and more economical to throw it out than to go to the expense of planting only to have it die and have to be replaced . ..... Once container grown nursery stock gets root bound beyond a difficult-to-define point, it becomes a liability, not an asset. When a plant reaches a point of optimum root growth, it should be sold or shifted to a larger container.If not, shortly thereafter a point is reached where its value and performance decreases very rapidly. That is the price for convenience of plant production in containers
From the nurseryman's perspective, it's cheaper to discard a rootbound plant than to rehab it by doing a full repot. Since hobby growers typically don't have a bottom line to be concerned about, regular full repots (as opposed to potting up) at appropriate intervals quickly eliminates the stress and loss of potential associated with root congestion.
By the time a plant gets to the point where the roots and soil are a solid mass that can be lifted from the container intact, root congestion has already started to take an increasingly heavy toll. I have no problem if other growers are happy with a plant only realizing a small fraction of its genetic potential, but it's important that they know the real story if they're to make informed decisions.
Al