Thanks, and yeah lol, the guy is definitely coherent. He's using a lot of technical jargon and also has that weird "cult leader" / CEO way of speaking to draw people in. Talking weird seems like a prerequisite to make it to the top lol.
I think what he's saying with "We don't need to oversell this" is "hyping of AI" is inflating the economy and creating a bubble that has adverse effects on everybody. The problem is overhyped growth and inflation, not AI in itself. And AI is growing too fast because of grifters. A type of "pre-enshittification".
Which seems a reasonable take. I think the anthropic guy said something similar with a moratorium or AI development, to slow down.
"We have to find ways to make these models raise the standards of living for every American"
He's presumably a horrible person aiding in the genocide of Gaza and empowering the worst of humanity, so this most likely just PR lies. He'll probably lobby against every single policy that raises the standards of living. He touting the same "extreme left just as bad as extreme right" (neo)liberal bullshit. The same "adults in the room centrism" nonsense. Probably offering to use Palantir to combat people like Mamdani (who are effectively moderate). And "half the people criticizing Israel don't think it has a right to exist" is vile too.
But the headline is just disinfo. It's probably just grifters slinging dirt back. Or "flack" in Chomsky's propaganda model. The article reads like a disgusting polemic hackjob. Really nasty journalism by Joe Wilkins, meant to distract from any discussion of the actual issues of what he's saying, and what many CEOs are probably thinking.
Latency is theoretically much better because the speed of light is much faster in the vacuum of space than fiber optics. So the ping from continent to continent is better using a satellite network that transmit data to each other using laser light.
I suspect we could be moving the orbit of the satellites higher so we can reduce the insane number of them, while still have better ping. I don't see a technical reason why bandwidth would be more limited in space than on the ground. It's fundamentally easier to scale since you can just launch more satellites along certain orbits to add bandwidth.
The fundamental problem is of course privatization and the inevitable monopoly. It will never really be cheaper than land based internet, and so both will continue to coexist, so it just adds additional resource waste for no real benefit except to make some guy rich.