The speaker says judgments about AI's ability to perform the scenario depend on whether AI is modeled as current systems or as an agentic, human-level cloud employee.

“And I think what it really comes down to is whether you're thinking of the AI as like in the reference class of,”

“you know, what we currently use AI for or more like, you know, AI is just like an, you know, agentic human level employee like basically.”

“Like basically a human in the cloud,”

“in the cloud,”