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PotentHerbs said:

But the author was relatively unknown and not someone like Mat or Chris Dring. I even think a few of these sites that posted this claim had a disclaimer about it such as the thread on Era. 

It was still claimed to be from the investors meeting so the was no reason to push back unless you can verify contrary information especially as the source was a securities analyst who would be or have sources at the event you'd have a hard time pushing back, at one point Matt and Chris were also unknowns.

Otter said:

I didn't see any big reputable outlets or tweet about it or report it. Just sites like Resetera

The is an article on this very site for a start and considering the weight sites like Resetera and GAF carry that highlights the point even further.