VCs writing shallow thought leadership pieces has become too common. They don't seem to yet realize everyone has figured it out for what it is - self serving.
It's a very biased take too, as if it's already clear modern AI is on the level of the internet. If they believe this honestly, I'd say they are in a bubble.
Modern AI is impressive, sure, but comparing it to the invention of the internet itself? It's too early to come to such conclusions imo.