The dude keeps a continually automatically produced document of his takes on AI. He's not a skeptic overall. https://teorth.github.io/tao-web/ai-views.html . In this interview the interviewer describes him as an evangelist for AI in math and he doesn't disagree. https://teorth.github.io/tao-web/ai-views-interview.html
It seems like your inclination is to discount his experience with research mathematics. I agree with you that that's probably what Taleb would do - Taleb has a giant ego and basically operates under the assumption that everyone else has the same giant ego as he does but is (a) less honest about it (b) dumber than he is.