The core idea of ASI arriving before AGI seems to be true: we have already seen that through Chess Programs, LLMs etc.
However what caught my eye and that to me does reflect the lens through which the author sees the world, unless I am completely misunderstanding their point:
"Most of the world's important problems have never been modelled at the precision AI requires to act on them. Pollution, traffic, healthcare, taxation, public infrastructure, water distribution."
Pollution, traffic, healthcare and public infrastructure however are not really problems that require "clever" solutions - rather they are problems of political will, regulating industry and moving to cleaner energy sources. For example, we have known about human caused climate change for decades and carbon emissions are just hitting their peak now.