I can only assume he wasn't actually talking about an AGI-level breakthrough. I don't think I'd expect him to underestimate the impact or value of AGI that severely.
Actually "10 Microsofts" may be an overestimate :-) Microsoft's success in its mission to make personal computers ubiquitous seems important to making AGI possible.
Similar to the monthly Rationality Quotes threads, this is a thread for memorable quotes about Artificial General Intelligence.