I think that this diagnosis is basically on target; it points to something that seems relatively under-resourced, despite some focus by think tanks, and something that the major AIxBio safety groups are not as focused on. I also agree that we don’t know if AGI will subsume this, and that it’s plausible but uncertain if other bottlenecks matter more, but that’s an uncertainty we can’t resolve without simply waiting for the outcomes, and so this seems very high value in expectation.
I’m less certain about the object level questions, and don’t have strong intuitions—so I think that conditional on not hearing from someone more informed about this that there are additional questions or concerns, or literature you should look at, the best way to figure out whether this is needed, and what the risk is, is to start the work—good luck, and I’d be happy to chat about this more!
I wish this were true, but I’m deeply skeptical, and would expect to hear more people in the ABM community excited about this if a real shift was occurring.