I think people really need to understand the "it just took a bunch of public work and connected the pieces" isn't a gotcha for LLMs: it's one of the sales pitches. The cross-discipline general knowledge combined with the ability to churn huge datasets to find connections across already-known work, and extrapolate to or derive novel findings, is exactly one mode of superhuman success that AI companies have been trying to achieve.

The bigger issue is that they may be camping human efforts then kill-stealing the last hit on the boss by burning millions of dollars to get a proof a few days/weeks/months earlier than when it would have happened without AI. Basically, waiting for problems to be all-but-formally solved, then beating the researchers to the punch; like the recent Millenium controversy

In other words, this person doesn't yet know if it's correct.