True. But his assertions are mostly fact based and support his thesis.

Who really thinks Magic Leap holds up to the hype and is really a good use of its investment capital?

Nothing could hold up to the amount of hype Magic Leap got, but based on what I've seen it's been an excellent use of its investment capital. They've been experimenting with new technologies for years now and they finally have a development kit that speaks to the path they plan to follow in the future.

I also wouldn't trust Palmer Lucky to have anything like an objective opinion about it.

> They've been experimenting with new technologies for years now

True.

> and they finally have a development kit that speaks to the path they plan to follow in the future.

...which is following the same path everyone else is, except further behind, because all those new technologies failed to work out?