I think when we're at the point of No True Intellectual Achievementing Smale's Mathematical Problems for the Next Century, everyone's premises have drifted too far apart for discussion to be reasonable.
On this matter I'm not searching for excuses, I am reserving my judgement; all we have is a tweet with the counterexample. We don't know how the counterexample was built nor found. It's just not useful to speculate.