Sorry, I should have been more precise. JP Aumasson is specifically who I'm thinking of; he's made the semi-infamous claim that SHA2 won't be broken in his lifetime. The subtext I gather is that there's just nothing on the horizon that's going to get it. SHA1 we saw coming a ways away!
The summary is that either you attack a very reduced round variant and you get "practical" complexity for the attack, or you attack almost a full round variant and you get an entirely practical attack.
So I think your interpretation of the subtext is entirely correct.