No, I don’t trust a word Sundar or Satya say about AI either. CEOs should be hyping anything they’re invested in, it’s literally their job. But convincing investors that every thing they don’t invest in heavily is worthless garbage is effectively part of their job too.

What is more convincing is when someone invests heavily (and is involved heavily) and then decides to stop sending good money after bad (in their estimation). Not that they’re automatically right, but is at least pay attention to their rationales. You learn very little about the real world by listening to the most motivated reasoner’s nearly fact-free bloviation.