There's no indication that any of them are well versed in anything to do with the physical world (manufacturing, electronics, agriculture, etc) but they forecast that AI can replace the human physical economy in a few years, including manufacturing it's own chips.

> but they forecast that AI can replace the human physical economy in a few years

I guess it depends how many years YOU mean. They're absolutely not claiming that there will be armies of robots making chips in 3 years. They're claiming there will be some semblance of AGI that will be capable of improving/speeding-up the AI development loop within 3 years.

Because 1, 2, skip a few, 99, ASI. Check, and mate.