I don't agree. He sounded like he was moderately knowledgeable right up until the point where he spoke on a field in which I had expertise. Then he sounded like a fucking moron reading popscience articles and thinking he had special insights.
He's an investor. That's all he's ever been. He's never contributed meaningfully to the end results other than having money and being willing to spend it on big swings.
And note that this applies to nearly every name associated with big technical leaps. They're just MBA/investor types doing cosplay as techies. They'd be equally qualified selling pillows as they are tech.