Did you read the article? It paints the picture of someone who does not in fact have a good track record on the 'fundamentals', even if his broad thesis of a bu

Did you read the article? It paints the picture of someone who does not in fact have a good track record on the 'fundamentals', even if his broad thesis of a bubble may prove correct. e.g. when he suggested Anthropic may be fudging their revenue numbers / projections - which was actually due to him making some careless mistakes in a spreadsheet