I used to watch him a lot, but he started talking about AI (I work at a big lab) and it was all wrong, so I'm not sure if I can trust his analysis anymore :(
The sad reality I'm coming to realize is that there is very little real and quality analysis, critical but with open eyes on the future. Most of it is just pandering to crowds. The war in Iran is the latest example - you have one side saying Iran is almost done, and the other that they're winning. Who's right? Doesn't matter, being correct is not the point.
I'm convinced we're in some kind of propaganda machine right now.