I find it telling that he has to apologize/wave away several previous hype waves (e.g. "web3.0") and entirely omits to discuss whether or not "web2.0" actually

I find it telling that he has to apologize/wave away several previous hype waves (e.g. "web3.0") and entirely omits to discuss whether or not "web2.0" actually delivered any value. Did Facebook or Twitter ever actually deliver any real value to the economy, in the way that Google and Amazon could be argued to have done? It certainly paid off for Facebook's investors (investors in Twitter have a more mixed outcome), but it's not clear to me at all that it really produced any real value. Web3.0 even less; it is clear, and the answer is 'no'. Therefore, if you're going to make the case that "this time is different", you should at least address why those earlier "biggest thing ever" hype waves were believed, and why this one is different.