What needs to be noted clearly here I think is that he says it's something more than Dunning Kruger overconfidence but rather an absolute con-man level gamble t

What needs to be noted clearly here I think is that he says it's something more than Dunning Kruger overconfidence but rather an absolute con-man level gamble they are taking as they don't seem to have a downside on this bet. And I guess we have a perfect moment to start providing that downside.