He wrote a pretty interesting profile of Robert Noyce, one of the co-founders of Intel
https://web.stanford.edu/class/e145/2007_fall/materials/noyc...
https://web.stanford.edu/class/e145/2007_fall/materials/noyc...
This is the single most elucidating thing written about the cultural matrix of Silicon Valley.
While big companies came out of that era, examined at the time and surrounded by since-deceased dotcom peers, I don't fault a reasonable person for concluding as he did.