Excellent mini-talk! One missing variable is that many profs (in physics, chemistry, CS) are now finding AI extremely useful for their own work. That makes it harder to see as a "cheating device." This seems like a huge factor in the "pivot," and which may not be equally visible in all disciplines.

I think her analysis of the structural pressures on universities is excellent! But what I'm seeing on the ground is a mix of those pressures with "endogenous" aspects of the technology itself: its enormous utility for certain kinds of work, and its rapid improvement. Those are critical factors, too.