The speaker considers it very unlikely that humans will cease being biological or otherwise uplift themselves enough to compete with AI early on.

“able to become competitive with the ai as well like stopping being biological humans or whatever seems very unlikely early on then ai is just going to be much more powerful okay so and i agree that in that world if the ai is just somehow coordinated and decide okay we should just like take over or something like they just like just somehow coordinated to have that goal then they could probably do it”