> If that's true, then shouldn't we put some weight in what he says? Even if it's not first-hand knowledge, even if he's only repeating what knowledgeable peopl

> If that's true, then shouldn't we put some weight in what he says? Even if it's not first-hand knowledge, even if he's only repeating what knowledgeable people told him, it's not likely to be all bullshit is it? You probably _can_ take it at face value, and billions of dollars changes hands daily on this sort of conjecture. But is it the smart thing to do? At a time when we have more data, instrumentation, and analytical models of everything (including market trends for tech companies) I would argue no. What one guy with unclear motives says doesn’t supersede whatever we could otherwise extract from evidence.