If you are wondering how this change was received by the media, well
Hmm, I'm not confident that Bob is wrong here. It seems to me that there's a quite plausible argument that EA's involvement in AI has been net-negative, possibly so net-negative as to cancel out all of the rest of EA. You seem to assume that this was knowable in advance, but that's not necessarily so.
Your argument seems to assume that one should "shut up and multiply" and then run with that estimated EV number; but there have been many arguments on this forum and elsewhere about why we shouldn't trust naive EV estimates.
Let us know what you find.