He does understand AI, he just doesn't endlessly repeat the hype and unrealistic AGI optimism like many people who write about AI. He thinks and speaks for hims

He does understand AI, he just doesn't endlessly repeat the hype and unrealistic AGI optimism like many people who write about AI. He thinks and speaks for himself even when he knows it will be unpopular. That's rare and what makes him worth following and considering even if you don't agree with everything he says.