No, at some point you “jump all the way” to AGI, i.e. AI systems that can do any length of task as well as professional humans -- 10 years, 100 years, 1000 years, etc.
Isn’t the quadratic cost of context length a constraint here? Naively you’d expect that acting coherently over 100 years would require 10x the context, and therefore 100x the compute/memory, than 10 years.
My guess is that he’s referring to the fact that Blackwell offers much larger world sizes than Hopper and this makes LLM training/inference more efficient. Semianalysis has argued something similar here: https://semianalysis.com/2024/12/25/nvidias-christmas-present-gb300-b300-reasoning-inference-amazon-memory-supply-chain