[7952]

Do you think it is just speculation presented as fact? Or do people really believe what they are saying?

Even within a company I am very sceptical of narrative. The root cause of something can be quite different to what is presented, which can be different to what people believe privately. We are all biased after all.

[tdumitrescu]

I don't think people are purposely trying to mislead, I think they're just connecting the dots with whatever low-quality sources are available to them: old Tech Crunch articles, press releases, company blog posts, remarks from coworkers/friends who've gotten sales outreach, etc. And making some kind of narrative out of them which feels believable. Often logical inferences to draw, but ultimately just wrong/irrelevant.