no, he's not. this is his weakest presentation yet. he was on, but now he fell off. it's not making any sense that he's gone in this direction, and let last year's software ideas wither away on the vine. He should actually propel forward last year's ideas by at least releasing the stuff he said he'd open source on github. Instead, he hasn't done that, nor has he made his own commercial company (which would be a perfectly understandable route), but instead is giving lower quality talks that regurgitate material about observability that was way more profound when he shared it in relation to software, which by naturel, unlike hardware products, is unobservable.