The comment wasn't referencing LLMs, but generative AI.

Even then, given the deep impact of LLMs and how many people are using them already, it's a stretch to say LLMs will have no effect on the development of AGI.

I think it's pretty obvious that AGI requires something more than LLMs, but I think it's equally obvious LLMs will have been involved in its development somewhere, even if just a stepping stone. So, a "precursor".