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I think Substrate is a $1 Billion Fraud: Part 1

Every dollar lost becomes tuition for the most expensive MBA program in the world, the one where the classroom is the market and the professors are your failures.

I like it too, after all it’s not my money. Those investors are essentially funding my wonderful learning experience. 😄
 
After all, it would be strange if a company CEO or even the US President invited a journalist for an interview but simultaneously required the journalist to sign an NDA that restricts what he/she can report.
Unfortunately, this type of situation is surprisingly common: https://www.techspot.com/news/107962-nvidia-rtx-5060-launch-erosion-independent-gpu-reviews.html

Reviewers are required to sign NDAs for NVidia GPUs (normal), but they're also given requirements on how the reviews should be conducted. For example, reviewers were told they were not allowed to compare the 50 series vs the previous gen 40 series... to avoid showing how small performance gains were this generation.

..

Nvidia also banned a few reviewers (later reversed after public outcry) for not posting positive reviews/strictly following this "guidance" about their products: www.reddit.com/r/hardware/comments/kbylt3/nvidia_apologizes_reverses_decision_to_ban

You're very right to point out the issues here; Substrate + Semianalysis feels a bit like this conflict.
 
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