Watching the video it seems that Dwarkesh doesn't really have a clue what he's confidently talking about yet running fast with his personal half-baked ideas, to the points where it gets both confusing and cringe when Karpathy apparently manages to make sense of it and yes-anding the word salad AK. Karpathy is supposedly there to clear up misunderstanding yet lets all the nonsense Dwarkesh is putting before him slide.
"ludicrous" sure but I wouldn't be so certain about "strawman" or that Dwarkesh has a consistent view.
Dwarkesh is AGI-pilled and would base his assumption of a world model on much more impressive feats than mere language understanding.