I found this dubious as well, especially how it is portrayed as a simple game of compute power. For a start, there is an enormous asymmetry which is why we have

I found this dubious as well, especially how it is portrayed as a simple game of compute power. For a start, there is an enormous asymmetry which is why we have a spam problem in the first place. For example a single bot can send out millions of emails at almost no cost and we have to expend a lot more "energy" to classify each one and decide if it's spam or not. So you don't just need more compute power you need drastically more compute power, and as AI models improve and get refined, the operation at ten times the scale is probably going to be marginally better, not orders of magnitude better. I still agree with his general take - bad actors will get these models or make them themselves, you can't stop it. But the logic about compute power is odd.