This is not a very good comparison because Jobs was well known for very pointed and accurate critique of software, which was one of his super powers at Apple. Bill Gates was known for figuring out how to manage software engineering, but nobody would listen to Gates about that, and in fact the only time I ever saw him critique software, talking about the complete usability failure of Windows and Microsoft's supporting websites, it did not require any sort of deep insight.

Hoffmans critique about which businesses have good promise should be taken seriously, if with a grain of salt.

If you want to know why you might want to buy a product ask the company that made it. If you want to know why you might not, ask their competitor. In both cases the answers are valuable, but in neither case should you take the answers at face value.

It's like some random lottery winner criticizing Apple - there's no special insight or perspective there. He is a fundamentally uninteresting, and pridefully smug person.

Better, like Balmer criticizing the iPhone. Because he famously did and got it 100% wrong. ;-)