He would be among those who lack "healthy inclination to skepticism" in my book. I do not doubt his brilliance. Personally, I think he is more intelligent than I am.
But, I do have a distinct feeling that his enthusiasm can overwhelm his critical faculties. Still, that isn't exactly rare in our circles.
It's not about that, he just will profit financially from pumping AI so he pumps AI, no need to go further.
Intelligent people are very good at deceiving themselves.
Im gonna go against the grain and say he is an elite expert on some dimensions, but when you take all the characteristics into account (including an understanding of people etc) I conclude that on the whole he is not as intelligent as you think.
Its the same reason why a pure technologist can fail spectacularly at developing products that deliver experiences that people want.
I think many serious endeavors would benefit from including a magician.
Intelligent experts fail time and again because while they are experts, they don't know a lot about lying to people.
The magician is an expert in lying to people and directing their attention to where they want it and away from where they don't.
If you have an expert telling you, "wow this is really amazing, I can't believe that they solved this impossible technical problem," then maybe get a magician in the room to see what they think about it before buying the hype.