I was a lot disappointed when he went to work for Tesla, and I think that he had some achievement there, butnot nearly the impact I believe he potentially has.
His switch (back?) to OpenAI was, in my mind, much more in keeping with where his spirit really lies.
So, with that in mind, maybe I've drunk too much kool aid, maybe not. But I'm in agreement with him, the LLMs are not AGI, they're bloody good natural language processors, but they're still regurgitating rather than creating.
Essentially that's what humans do, we're all repeating what our education/upbringing told us worked for our lives.
But we all recognise that what we call "smart" is people recognising/inventing ways to do things that did not exist before. In some cases its about applying a known methodset to a new problem, in others its about using a substance/method in a way that other substances/methodsets are used, but the different substance/methodset produces something interesting (think, oh instead of boiling food in water, we can boil food in animal fats... frying)
AI/LLMs cannot do this, not at all. That spark of creativity is agonisingly close, but, like all 80/20 problems, is likely still a while away.
The timeline (10 years) - it was the early 2010s (over 10 years ago now) that the idea of backward propagation, after a long AI winter, finally came of age. It (the idea) had been floating about since at least the 1970s. And that ushered in the start of our current revolution, that and "Deep Learning" (albeit with at least another AI winter spanning the last 4 or 5 years until LLMs arrived)
So, given that timeline, and the restraints in the currrent technology, I think that Andrej is on the right track, and it will be interesting to see where we are in ten years time.