Their entire reasoning is senseless bullshit, but I'm very fond of one particular line of thought
He brought up the example that in the past building a stadium for a sports game took six months. In the past year, it took six weeks, and it's not unnatural to think that in the coming years, it'll take six days.
When I was in school, one of my teachers told us about what he called The Mathematician Problem (which I'm sure is something that has a more proper name that I don't know). We were talking about basic physics questions, and how we deal with entirely theoretical aspects when solving problems dealing with force, speed, acceleration and whatnot, and how that's completely useless in real life. He mentioned the idea that if you were to present someone like that a scenario in which building a house with 20 construction workers takes two months, then they could extrapolate that with 1200 construction workers it would take a day, and with 28800 workers you would build a house in 1 hour.
That is very, very obviously not how it works in real life. Getting the material, planning how to utilize it, building, letting it settle, all those thing take time, and adding more hands at some point will only make the construction site more packed rather than help, but its what someone who never worked a day in their life genuinely believes will make jobs more efficient.
And while we don't have the math on it yet, I would tell you in the back of my mind my orientation is "how can we use generative AI to make us 30% more efficient as a company? How in three years from today could we be 30% more efficient?"
Why 30%? Why 3 years? What does it even mean for a company to be "30% more efficient"? Its all just babbling random statistics, empty promises about a technology they don't understand, and that doesn't work the way they think it does. Amazing, in the worst way possible.