The "AI threat" that was in mind was specifically around Computer Vision - applications such as training algorithms for next-gen autonomous guided missiles, algorithms to clean/enhance military satellite images (eg. NGA), detecting anomalies in radar to find stealth aircrafts, autonomously guided kamikaze boats (tested by DoD in the mid-2010s and I think the PRC as well in the same timeframe), automated turrets, autonomously guided kamikaze drones (already deployed by Turkish Army in Syria and Libya and by Iran's Revolutionary Guard in Yemen), etc. Hence why the references to HPC and supercomputing in all these AI Policy Briefs - computer vision is a massive distributed systems problem.
That said, there also was an element of lobbying (and by element I mean a BUTTLOAD) by Eric Schmidt's foundation to make an American Manhattan Project for AI essentially.
In these discussions AGI was never on the radar.