The analytical framework Tao offered is this: the normal complete lifecycle of a mathematical proof usually has five stages—proposing a solution, mechanical verification (such as passing a check in the Lean formal proof language), interpretive work, peer review, and writing into textbooks.
His judgment is that AI models today are accelerating madly only in the first stage, "generating solutions," and the second, "Lean formal verification," while the latter three stages—understanding, digestion, writing textbooks—have progressed almost not at all. The report describes it this way: AI keeps crushing major conjectures, but no one gives a talk, no one writes a paper, and even the person who presses the enter key to generate the proof cannot understand what just happened.
The key to this framework is that it splits "whether AI can produce a proof" and "whether the mathematical community can absorb this proof" into two separate questions. The former has already been solved by AI; the latter has not. Tao called the resulting knowledge congestion Proof Indigestion.
He used a traffic metaphor: in the early 20th century, the existing streets were designed for pedestrians and carriages, and automobiles were suddenly invented and poured directly onto the same streets, resulting in total congestion and paralysis. What this metaphor points to is not that automobiles are bad, but that the road system was not upgraded in sync.