I don’t submit he’s delusional because of the business he started. My position is that he comes off as delusional because of some of the things he says in the context of business. To read and listen to some of the things he has said, he does come off as a bit of a cultist.

I do however think it’s delusional to slap a “tech” label on a real estate firm, treat it like it’s a tech company, and expect any different outcome.