He's kind of like an LLM in that his content has the surface texture of something substantial, and sometimes it's backed by substance, yet it's often half-true or totally off the mark too. You'll notice if you're previously acquainted with what he's talking about, otherwise he seems to be as you described.

I don't think he's a bad guy or that he's trying to be misleading. I suspect he wants his content to actually carry value, but he produces too much for that to be possible. Primarily he's a performer, not a technologist.

I agree with this comment. YouTube's summarize this video feature has been a godsend when it comes to Theo's videos.