It's not just an intuition. The post argues for it. And see Ryan's comment as well.
Also see the arguments for the "one time speed up" parameter here: https://www.forethought.org/research/how-quick-and-big-would-a-software-intelligence-explosion-be
Two quick arguments:
1. If a frontier ai company had to replace it's staff with 10X fewer researchers, who were 1 SD less good at research and thought 10X slower... then progress would go way slower. So if they do the opposite, progress should speed up.
2. Suppose compute is really a bottleneck after AI R&D automation. Then hold everything fixed but add 1 OOM of extra compute to the world at that point. Now Ai progress will be 10X faster... But how do you know we're not already in the world with enough compute to go 10X faster? (Or 100X)