Thank you, that was a fascinating talk and I learned quite a bit.
However, it did not provide a convincing argument as to why LLMs cannot be a part of a "doomer" AI. In fact, I got the opposite vibe from Andrej explaining expected future developments. The whole section on System 2 thinking sounds like a layer constructed around dumb LLMs that would result in vastly improved and more generalizable intelligence.
I agree that just scaling the size of LLMs is probably not sufficient for AGI...but that just seems like one relatively minor piece of all the possible ways it might be achieved.