A person heavily invested in this wave of AI succeeding saying AI will be big and we will have AGI next year? Sure.

I don't think there is much point of reading the whole thing after the following:

"Everyone is now talking about AI, but few have the faintest glimmer of what is about to hit them. Nvidia analysts still think 2024 might be close to the peak. Mainstream pundits are stuck on the willful blindness of “it’s just predicting the next word”."