In either case Ron Conway is extremely well connected and well known in VC circles, and so his opinion will have weight here whether or not he has sources.
If someone makes a claim without giving any evidence or potential consequences for being wrong, I think it's pretty safe to ignore until one of those things changes.
While that's an excellent point, I think the problem is that he's not sharing with us the basis of his conclusion. If he knows something that we don't that, if shared, would no doubt cause us to share his conclusion, it serves no purpose to withhold that information and only share his conclusion. While you may be tempted to think maybe it's privileged information, private, or legally can't be disclosed, he'd also be constrained from sharing his conclusion for the same reason.
So a highly biased source, who would likely be sympathetic to Altman's point of view in the case of a deep misalignment between the organisation's core mission and the direction of the CEO, which is what is being reported?
Even using an anonymous account on HN, I'd never express such certainty unaccompanied by any details or explanation for it.
The people on the following list are much wealthier than that VC guy:
https://en.wikipedia.org/wiki/List_of_Tiger_Cubs_(finance)
You can find them on Twitter promoting unsourced COVID vaccine death tolls, claims of "obvious" election fraud in every primary and general election Trump ran in, and I've even seen them tweet each other about Obama's birth certificate being fake as late as 2017. Almost all of them promote the idea that the COVID vaccine is poison and almost all of them promote the idea that Trump hasn't received fair credit for discovering that same vaccine. They're successful because they jerked off the right guy the right way and landed jobs at Tiger.