Just looking at what happened with chess, go, strategy games, protein folding etc, it's obvious that pretty much any field/problem that can be formalised and cheaply verified - e.g. mathematics, algorithms etc - will be solved, and that it's only a matter of time before we have domain-specific ASI.
I strongly encourage everyone to read about the bitter lesson [0] and verifier's law [1].
[0] http://www.incompleteideas.net/IncIdeas/BitterLesson.html
[1] https://www.jasonwei.net/blog/asymmetry-of-verification-and-...
Many of us have been through previous hype-cycles like the dot-com boom, and have learned to be skeptical. Some of that learning has been "reinforced" by layoffs in the ensuing bust (reinforcement learning). A few claims in your note like "it's only a matter of time before we have domain-specific ASI" are jarring - as you are "assuming the sale". LLMs are great as a tool for some usecases - nobody denies that.
The investment dollars are creating a class of people who are fed by those dollars, and have the incentive to push the agenda. The skeptics in contrast have no ax to grind.