What a well reasoned stance!
They note that they don’t expect their view to address challenges without additional material, but one challenge struck me.
Slow diffusion, which gets bottlenecked by human beings learning to adapt to significant new technologies, drops considerably if a technology juices startups in other areas than the tech itself.
I.e. existing organizations may not be the bottleneck for change, if widely available AI makes disruptive (cheaper initially, higher quality eventually) startups much easier in general to start and to scale.