I extrapolate faster, because experts were wrong about AGI "after 2050" and they were wrong about predicting explosive growth of Bitcoin. In general they are usually too conservative, so odds are experts will be wrong about quantum supremacy as well.
The question is how we should extrapolate, and in particular if we should extrapolate faster than experts currently predict. You would need to show that Willow represents unusually fast progress relative to expert predictions. It's not enough to say that it seems very impressive.
NVIDIA's moat seems unlickly to last forever, especially if programming is automated. Anyway, expecting property rights to be respected seems silly to me.
I extrapolate faster, because experts were wrong about AGI "after 2050" and they were wrong about predicting explosive growth of Bitcoin. In general they are usually too conservative, so odds are experts will be wrong about quantum supremacy as well.