I see him as a fiat influencer, and as such I don't give him much credit. As @mallardshead said, he is probably just repeating what others have said. The best take I've seen on AI is that the current crop of AI business is comparable to the dot com bubble. Currently there are a lot of questionable AI solutions out there as everyone is trying to surf the hype, most will have to go bust so that we can find the really worthy ones. Other than that, commenting on Chamath is below my line. :)