Fair. I am not sure if people working at AI companies is a good measurement for this, as they have a personal stake in their claims.
Maybe I am just morally corrupt enough to entertain this idea, but people working at AI companies overexaggerating and overhyping the impact of their work sounds like an obvious move.
And while it's true that many people don't understand much, I don't think this applies to many people working at frontier model or AI companies. Especially not the high level people Ezra said he talked with.