> LLMs will accelerate discovery and development of Innovation 1, for insanely expensive AGI.

Can you expand on this more? As far as I'm aware LLMs have yet to invent anything novel.

At best they may have inferred one response of many that, when tested by humans, may have proven out. I'm not aware of a specific example of even that, but it is at least possible where claims that LLMs will "cure cancer" seem plainly false (I'm not trying to put those words in your mouth, just using an example for my point).