I never said it was sufficient for AGI, just that it was a milestone in AI that people thought was farther off than it turned out to be. This is applying to all subsets of intelligence AI is reaching earlier than experts initially predicted, giving good reason AGI (perhaps a synthesis of these elements coming together in a single model, or a suite of models) is likely closer than standard expert consensus.
The milestones your citing are all milestones of transformers that were underestimated.
If you think an incremental improvement in transformers are what's needed for AGI, I see your angle. However, IMO, transformers haven't shown any evidence of that capability. I see no reason to believe that they'd develop that with a bit more compute or a bit more data.
It's also worth pointing out that in the same survey it was well agreed upon that success would come sooner if there was more funding. The question was a counterfactual prediction of how much less progress would be made if there was 50% less funding. The response was about 50% less progress.
So honestly, it doesn't seem like many of the predictions are that far off with this in context. That things sped up as funding did too? That was part of the prediction! The other big player here was falling cost of compute. There was pretty strong agreement that if compute was 50% more expensive that this would result in a decrease in progress by >50%.
I think uncontextualized, the predictions don't seem that inaccurate. They're reasonably close. Contextualized, they seem pretty accurate.
No amount of describing pictures in natural language is AGI.