Moores law is dead was right though, as I also believed.
Right about what? he just runs with whatever story will get the most hits in the moment even if it contradicts what he said was emphatically the case 2 minutes ago - first the cards were going to be 7nm TSMC for definite, then 8nm Samsung after kop leaked but it was going to have poor yields, etc. then suddenly Samsung 8nm is all rosy but it is nVidia playing market games when it suits a different story.
Problem is people see the story they want to believe (which acts like confirmation bias) and somehow ignore the rest.