I think both predictions are actually just inevitabilities when you think about it, because surely super intelligence would actually be an existential threat, and surely if AI speculation continues to grow exponentially it surely must overshoot the true value at some point (if it hasn't already) and thus crash back to reality.
Zitron's position is harder to defend because of course, it is physically possible for LLMs to be the most valuable thing humans have ever invented. I kind of don't think so... but it's possible.