Go down the rabbit hole: http://archive.org/details/the.century.of.the.self
I am not looking for a gospel. I am looking for a method so that I can understand if and how he's wrong or right.
That said, apart from "facts", little of what he says can be proven as "wrong or right" - he's just imparting to students what he has learned from his own experiences and observations.
It's a complex world. No individual point-of-view can come close to being 100% right 100% of the time.
But people are getting excited about this class because he seems to have developed particularly profound insights into the fundamentals of modern technology businesses - as compared with the many others who study/speak/write about the topic.
His education, the fact that he is a chessmaster, and that respectable people think he's smart is irrelevant. There's ton of smart people like him but they're not going to be wise in investment and strategy.
Pretty sure he's not hiding $2B worth of bad investments. Paypal, Facebook, Palantir, Slide, Yammer, Path, Stripe... that's a pretty solid investment record.
Do you disagree with something he says? If so, can you back it up with anything?