Ever free newsletter and talking head spouts narratives like this free. If you want something that quantifies and gives actionable information, you must do it yourself or pay for it. What are your below $2000/month sources for good analysis?
ps. Being influential in Silicon Valley just means you are influential, it does not mean substantial. Leopold is still influential and gets money thrown at him at $100s of million despite having no substance.
They are the marketing wing of the AI ecosystem. Their recent article on how SpaceX would drive 500B in data-center revenue was ludicrous-mode. Lets revisit this in a few years.