This piece uses Ashlee Vance as a source. Having read and checked on facts in his books, his factchecking is sketchy at best. It's a somewhat believable rumour, but of course take it with a pinch of salt and consider that analysts like making big calls as well (usually backed by "anonymous sources").
It's a rumour if you hear it from a friend of a friend. It sounds like they have several credible sources. Whether you trust their vetting of what constitutes a "credible source" is another matter.
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