Because of this, would expect whatever we consider to be "v1 of AGI" to require at least 10x as much compute as today's Opus.
Plugging this into the calculator, I see that it gives me a GPU price of $3 an hour, telling me we've already achieved AGI.
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Realistically, I think the author has the correct direction, but there are many supply and demand curves, each with their own research frontiers focused on growth and efficiency. Simplifying the variable space may result in an equation that fits today's and prior data, but I would not rely on it for future predictions.
Every supply and demand curve we've ever seen is a pedagogical tool for teaching the concept, not for what actually exists in the world. The author mistakes the teaching model as fact invalidating all downstream conclusions.