If you are producing something that delivers a far better experience, irrespective of what's under the hood (see Claude Code et al), you will decimate an incumbent who is trying to use LLMs in the context of incrementally improving a mature product.

LLMs are suited for the development of revolutionary innovation, not incremental.

Code acceleration is great, but.... something precedes that. Vision and strategy re. expansion of offerings and businesses. Once a firm reaches maturity in what it offers and is only touching the edges - this code acceleration is literally useless when you factor in all of the trade-offs.

This is a good thing - it means fat and slow incumbents are sitting ducks to be out-witted by creative and imaginative founders, which is healthy for a well-functioning economy.

Now the economics of existing frontier models are not sustainable - its looking like a mix of the airline (supersonic vs subsonic) and EV industry with China in the background providing decent offerings at much lower prices.

He's in the media business... its in his interest to amp things up.