To me, this reads like a very reasonable take. He suggests to limit the scope of the AI problem, add manual overrides in case there are unexpected situations, and he (rightly, in my opinion) predicts that the business case for exponentially scaling LLM models isn't there. With that context, I like his iPod example. Apple probably could have made a 3TB iPod to stick to Moore's law for another few years, but after they…
It's a very weird comparison, as putting more music tracks to your iPod doesn't make them sound better, while giving a LLM more parameters/computing power make it smarter.
Honestly it sounds like a typical "I've drawn my conclusion, and now I only need an analogy that remotely supports my conclusion" way of thinking.