Crazy to assume that an individual of vision has so thoroughly dropped the plot simply because their position is at odds with tech industry orthodoxy. If anything that should be an indication to more closely examine your assumptions.
I just left this comment: https://news.ycombinator.com/item?id=49137863 -- tl;dr I suspect it's his view of the Tech industry and Capitalism that is coloring his views, rather than an objective evaluation of state-of-the-art LLM technology.