That's fair, I think you're right.
Selfishly, though, as someone who doesn't work at Intel/nvidia/AMD but is interested in architecture and digital design, it's frustrating how hard it is to find candid opinions from industry experts in comparison to software. Computer architecture just isn't the same in terms of attitude.
One of my favorite things about the computer architecture courses I took was to sit after class and ask my professors about something I'd read about, and more often than not they'd tell me that what I read was bullshit and nobody seriously considered it in the industry, or they'd tell me about something they were excited about that I hadn't heard of. It's hard to get a handle on where the industry is heading and what important people see as the next steps to iterate on.
A general conversation is probably more useful to most people, but there are a lot of times in this conversation where you get the feeling that Keller is right on the precipice of giving an insider prediction of the future, and the topic shifts instead. It's frustrating because those types of conversations are just straight-up difficult to find elsewhere.
