Earlier quoted context omitted.
To me, this feels like a last ditch effort to revive the AGI narrative to reject the coming and current commoditisation of these models, contrary to all current evidence. https://artificialanalysis.ai/
How is commoditisation of models incompatible with AGI?
A recursively self-improving AI has strong first-mover effects. That isn’t fundamentally incompatible with commoditisation if there is literally only one path to super-intelligence and you can have AIs at different rings on that ladder co-existing. (Not technically commoditised at that point. There are still different rings. But close enough.)
But the existence of commoditised AI implies model selection isn’t a huge deal, which in turn implies the models are about the same, which strongly implies there is no recursive self-improvement. Depending on your definition, you may still have AGI. But you don’t have superintelligence.