Here is what he does well: he had the founder of SemiWiki.com on again a few days ago. I got around to listening to it, and Daniel Nenni is an outstanding guest. Some fun Q&A stuff, and he provides insight on the topics. He has a lot of good things to say about AMD's CPUs and what they have done for x86. He says since TSMC won't package anyone else's stuff it is highly unlikely AMD will be using Samsung as the rumors suggest.
He made a comment at the end that he does not know where Ohio is going to get the water for the fabs. He posited they might have to truck it in.
He reinforced what some of the gang here has stated about AMD price gouging ASAP if the opportunity is there. He says everyone has gone higher ASP not just big green.
He says Jensen Huang is one of his favorite CEOs. Gave his cuz Lisa Su a shout out too. Says he is the most relaxed he has ever seen him. That he is definitely taking some well deserved victory laps. He does not think the speculation about taking their foot off the gas in the gaming space will happen because of their relationship with their partners and the economy of scale involved.
He thinks A.I. is a bubble of sorts for hardware, but it will be part of our everyday lives as time goes by. And as software addresses the crazy bloat.
He thinks RISC-V is becoming formidable now that it is winning on merit.
Lots of good stuff in that podcast. It is a shame he relies on wild conjecture and sus sources for his content. He is a decent interviewer.