His original thesis on Bitcoin as expressed in his NYT article "Why Bitcoin Matters" [1], is still very compelling. His later obsession with shitcoins is quite misguided, I agree, but not enough to compromise all of his credibility. It'll be nice to see a decent critique of his AI position, instead of ad hominem.
His take on Bitcoin is wildly optimistic and many points addressed regarding solutions to BGP and trust on the internet have proven to be completely false, or at best - only true in a frictionless vacuum.
[1]: https://archive.nytimes.com/dealbook.nytimes.com/2014/01/21/...