There are in fact very few things he got right. I can’t point to 2 things he predicted and came out true.

He once said CoreWeave is going bust. Since then the stock tripled lol.

He said ChatGPT will no longer get more users in 2024.

He said that models haven’t improved significantly since. GPT 4.

He predicted in 2024 that OpenAI will collapse in few months to two years unless it creates a totally new form of AI.

Frankly at this point no one should trust his analysis.