He's talking about "LLM Utility companies going down and the world becoming dumber" as a sign of humanity's progress. This if anything should be a huge red flag
He lives in a GenAI bubble where everyone is self-congratulating about the usage of LLMs. The reality is that there's not a single critical component anywhere that is built on LLMs. There's absolutely no reliance on models, and ChatGPT being down has absolutely no impact on anything beside teenagers not being able to cheat on their homeworks and LLM wrappers not being able to wrap.
It's going to take a while for those new expectations to develop, and they won't develop evenly, just like how even today there's plenty of low-hanging fruit in the form of roles or businesses that aren't using what anyone here would identify as simple opportunities for automation, and the main benefit that accrues to the one guy in the office who knows how to cheat with Excel and VBA is that he gets to slack off most of the time. But there certainly are places where the people in charge expect more, and are quick to perceive when and how much that bar can be raised. They don't care if you're cheating, but you'll need to keep up with the people who are.