It's just a fun theory, which I think is plausible. It's based on my personal view of how Sam Altman operates, i.e. very smart, very calculative, makes big gambles for the "greater purpose".
The source of the speculation could further enhance or remove the probability of this being true. For instance, a journalist who covers OpenAI vs. a random tweeter (now X’er?) with no direct connection. It’s a loose application of Bayesian reasoning - where knowing the likelihood of one event (occupation of speculator and their connection to AI) can significantly increase the probability of the other event (the speculation).