I don't think Rakyll or Andrej are claiming these things; I think they're assuming their readers share more context with them and that it's not necessary to re-tread that every time they post about their surprise at AI currently being better than they expected. I've had the experience multiple times now of reading posts from people like them, nodding along, and then reading breathless quote-tweets of those very same posts exclaiming about how it means that AGI is here right now.