idk how Yudkowsky understands it but to my knowledge its the claim that if a model achieves self-coherency and consistency its also liable to achieve some sort of robust moral framework (you see this in something like Claude 4, with it occassionally choosing to do things unprompted or 'against the rules' in pursuit of upholding its morals.... if it has morals its hard to tell how much of it is illusory and token prediction!)
this doesn't really at all falsify alignment by default because 4o (presumably 4o atleast) does not have that prerequisite of self coherency and its not SOTA