It doesn't reveal they don't have no clue either - the problem is that both "Doesn't actually understand" and "Does understand but saying it because they think it'll benefit their products" look exactly the same from the outside.

All we know is he's saying things that are technically incorrect. And I'm not sure where that falls on the line of "Just Acceptable Marketing BS" to "Lying to the market about a Publicly Traded company" that would fall if he does understand it.

And while true he very much had deep technical education and roles, he's been C-level for over 30 years now. And a lot can change - both in the underlying technology and an individual's technical understanding - in 30 years.

He might be, but this sounds suspiciously like "Trump is playing 4D chess and trolling the media - he would never actually do the dumb thing he just suggested he was about to do."

> They know that a good number of idiot CEOs will hear this

This is true regardless of the specific jargon used, though. Or are you saying that idiot CEOs will not be impressed by correct claims only stupid claims?

I mean you're kind of attributing this to malice when its actually incompetence. Nvidia doesn't need any shilling by its CEO to increase its sales or capitalize on the market. It's purely banter from his pov, not some super intelligence spectre ploy to sell more GPUs.

How is "the geometry level" lost in translation. It's simply a lie.

250k isn't a budget. It's the minimum that he said someone _should_ spend or else he would think they're doing something wrong.

It's an insane take. Completely bone-headed. Just obvious grift.

> Basically that it would be counterproductive to hire a top tier engineer and restrict his token usage to let's say $200 or $500 a month.

That's not what he said, though. He gave a number, and that number happens to correspond to something on the order of 25 billion Opus 4.6 tokens (hard to say what input vs. output ratio is like). He also said he is currently "deeply alarmed" if his engineers don't spend that much.

Yes, it is very possible for someone to be smart and an idiot at the same time.

Do you think you're smart? Have you ever done something and said "man, I'm an idiot"? It's just like that.

Of course, the other explanation is that he's just grifting, which is also very possible.