You're right, although I suspect that by that time, they had already modeled what Claude 3 Opus model's capabilities would be like and the CEO, more than anyone, would want to know what that means in practice. Hence why his comments appear to be so relevant today. They're at the very cutting edge of this tech and it's super impressive
It definitely could make some kind of difference if it turns out the way it seems so far, and the big players aren't already using the technique. MS still hasn't released the code and I haven't seen any super serious replications yet, but I'm guessing there will be attempts soon. Check out the announcement from Extropic today on another interesting direction things may go (harnessing the inherent randomness in analog systems for more efficient hardware).