I've seen a lot of his interviews and he often makes two arguments: 1. LLMs are not fit for purpose and aren't nearly as useful as people say. 2. It is literally impossible for OpenAI and Anthropic to generate enough profits in the next decade for them to fulfill all of their obligations and return money to investors.

I agree that the first one is sometimes iffy, but even if you think LLMs will replace x% of white collar work by 2030, the second point remains.