Lots of people sincerely believe what they are saying. Some of those people may ultimately be right. But expertise in one domain rarely translates into another and even though AI is a 'universal tool' (just like regular intelligence) the chances of the new broom sweeping cleaner are high simply because the broom has a different shape and is working very fast. But that does not immediately translate into fantasy land 'wouldn't it be great if' promises coming true.

In fact I think Amodei is making a massive mistake here: you can make these promises, but they will be remembered. And when you ultimately fail - which is highly likely - it will look like you oversold your IPO and that's actionable. AI already has plenty of potential without talking about curing cancer, mental illness or Alzheimers, those claims should come from the specialists in those fields using AI as a tool.

It's akin to IBM saying they're going to put all of the banks and insurance companies out of business in 1950. Yes, computers back then were seen as just as revolutionary as we see AI today. It did transform the world, I give you that. But IBM ended up as 'just another company' and I suspect that the same will hold for OpenAI and Anthropic for many different, mutually reinforcing reasons.

edit: to address your last line: I don't think it is a stretch at all: if you think it is, show me the proof, show concrete progress that Anthropic has made in any of those three fields that warrant these statements. If you can't then you'll have to concede they are highly speculative at best and that's not what you do when you are about to take public money.