If it is the context window, then you are limited to the size of said window and everything is lost on the next run.
Learning is memory, what you are describing is an llm being the main character in the movie Momento, I.e. no longterm memories past what was trained in the last training run.
Put another way, if you took a llm with random weights. Do you expect you could rely on context alone?
The crazy thing is that a well crafted language model is great product. A man should be content to say "my company did something akin to compressing the whole internet behind a single API" and take his just rewards. Why sully that reputation boasting to have invented a singularity that solves every (economically registerable) problem on Earth?
Which underlying LLM powers your agent system doesn't matter. In fact you can swap them for any state-of-the-art model you like, or even points Cursor to your self-hosted LLM API.
So in a sense every advanced model today is AGI. We were already past the AGI "singularity" back in 2023 with GPT4. What we're going through now is a maybe-decades-long process of integrating AGI into each corner of society.
It's purely an interface problem. Coding agent products hook the LLM to the real world with [web_search, exec_command, read_file, write_file, delegate_subtask, ...] tools. Other professions may require vastly more complicated interfaces (such as "attend_meeting",) it takes more engineering effort, sure, but 100% those interfaces will be built at some point in the coming years.
More broadly, I wonder how many key insights he thinks are actually missing for AGI or ASI. This article suggests that we've already cleared the major hurdles, but I think there are still some major keys missing. Overall his predictions seem like fairly safe bets, but they don't necessarily suggest superintelligence as I expect most people would define the term.