Do you have a non-video, non-X summary of what he’s talking about?

I’m not watching a 31 minute video on X to figure out what this is about. Theo is another influencer who thrives on being contrarian, embellishing negative claims about things he’s not pumping right now, and trying to get everyone to ignore negative things about what he is pumping. I would not trust his judgment on topics like this without some third party benchmarks and deeper claims because the first priority of influencers in this category is to be contrarian and ride divisive topics. Being factually correct is secondary.