I think I disagree, specifically because geohot does security. Security is fundamentally about finding the difference between what people wish or think is true, and what is actually true on a mechanical physical real and actionable level. That involves deep analysis skills and disregarding common consensuses in order to rebuild how things actually work from the ground up.

Questioning establishment dogma is largely forbidden, no matter what your establishment is, so it's absolutely worth considering outsider assessments.

Wars test base assumptions. It seems obvious that in a war, ability to take things out of the ground, turn them into bullets/drones/etc, and then get them to the front line is what matters, not what the stock market says, and not claims made with the backing of a military (such as how much the US dollar is worth, or who owns what IP).

I don't necessarily agree with his conclusions, although I understand where they come from.