The only known examples we have of general intelligence comes with consciousness.
Not to mention, he's positing that AI researchers are assuming that consciousness is unnecessary and he's saying he disagrees with that position. So saying that he could be wrong is really just circling back to what AI researchers are assuming. Or basically, disagreeing with his disagreement.
I would expect either some sort of exposition on why or a third option being presented.
I also was not a fan of the position of "I can imagine this therefore it is a valid option". I don't accept the logic that something is necessarily a possibility simply because we can imagine that it can happen.