The stretch was in reference to comparing Chollet to Einstein. Chollet clearly understands LLMs (and transformers and deep learning), he simply doesn't believe they are sufficient for AGI.
I don't mean to offend, but to be really straightforward: he's the one saying it's possible they might be AGI now. I'm as flummoxed as you, but I think its hiding the ball to file it under "he doesn't mean what he's saying, because he doesn't believe LLMs can ever be AGI." The only steelman for that is playing at: AGI-my-benchmark, which I say is for AGI, is not the AGI I mean