Of course, he says it himself that what he does is speculative. There is a huge difference as to what constitute speculation on Message Boards like Reddit and the depth of knowledge he brings to the discussion. Besides all those Industry types are calling him and telling him that Microoled is the near term future of VR. So there's that. If you doubt his veracity maybe best to change the channel.

Donald Rumsfeld, unknown knowns, unknown knowns etc. In Ndaville this is the Lingua Franca.