Those people (like most people who talk AGI) live in a world far "above the metal." They, like the rationalist bloggers, live in a "software world," far above the constraints of physical reality. This causes an understandable blind spot: the understanding that computers are, fundamentally, physical machines.
It's quite easy to imagine that you could conjure superintelligence when you are conjuring a pod of 8 quadrillion transistors in a single shell script. The illusion breaks down when you get closer to the physical reality. Reality is that those transistors are made of real materials, with real impurities, that have to be broken down and painstakingly physically, electrically, chemically, debugged, in the world below the 1's and 0's abstraction.
The commonality that both sides of this silly debate share is that neither really deals with entities at the layer below abstract software (or essays). To them, the perfect world of software is fundamental reality (they spend all of their time there!), and any crystal prism that can be constructed in software can be constructed in reality.
Of course, such prisms are instantly shattered when they come into contact with the real world: an impurity in the wafer, a static shock on the PCB before installation, a flood in the datacenter. This software stuff is fragile by default, it actually takes a tremendous amount of active work in the physical reality to conjure it into existence. I can do something that no language model can do, and is showing no signs of being able to do any time soon: drive a car to the datacenter, turn the door handle, and unplug the rack.