Still, his implied assertion that markets that markets can often behave irrationally, and can't be used as evidence of technical matters, seems pretty valid to me.
But I suppose you could see it as a sign that something is at least temporarily "generally accepted" among investors. That doesn't mean it's generally accepted among AI researchers, though.
Although I thought it was $6M rather than $5M, and that that was only the last step, and not the total investment. What does seem to be generally accepted among investors that this isn't good news for NVidia's profits, but that still doesn't mean that all the specific facts are generally accepted.
