From the linked Andrew Molitor item:

Why Extropic insists on talking about thermodynamics at all is a mystery, especially since “thermodynamic computing” is an established term that means something quite different from what Extropic is trying to do. This is one of several red flags.

I have a feeling this is related to wanking about physics in the e/acc holy gospels. They invoke thermodynamics the way that people trying to sell you healing crystals for your chakras invoke quantum mechanics.

But we suspect Extropic is just burning through the $14 million and will go broke within a year or two, if that. We look forward to Verdon’s “our fabulous journey” post.

This guy seems like the type to totally skip that, embezzle the last million or two, and go straight for "messianic cult in the woods." Possibly with a side order of "amateur experimental stimulant laboratory"

This dude learned at miminum the word "stochastic" from LW.