It's optimistic, but given the OP is one of the best-informed technical generative AI researchers, and has been passing on that knowledge to the rest of us for a decade +, I don't think we can just dismiss it as unfounded hype :)
My point is that he's a world expert on the engineering of AI systems. That shouldn't be mistaken for expertise, or even general knowledge, about anything else.
It's a good principle to bear in mind for people from any profession, but top AI engineers in particular seem to have an unusually significant habit of not being able to recognize where their expertise ends and expertise from another field (such as, say, education) begins. They also seem very prone to unfounded hype - which isn't to say they're not also good researchers.
Maybe Karpathy happens to be better on this than his peers, I wouldn't know.
