it drones on and on, it lacks a coherent train of thought

I assume it is agent written, slop regardless

I'd be very hesitant to call a piece of writing about Ai "watertight" when the author starts with

I want to start off with my usual caveats: I’m not active in the stock market; I merely watch it as the best barometer of investor psychology. I’m also no techie, and I don’t know any more about AI than most generalist investors. But I’ll do my best.

Sampling the author's priors also shows low quality imo