Hate to admit it, but I basically convinced myself (or came to the realization) when I was 17 that there was this Hippie that took a bad hit of acid and everything I've seen in my life is that acid trip, and I'm that Hippie, and I'm in a rubber room but all this that 'we' see is my bad trip.
In later years I took that conviction a step further by determin that reality itself is not real, and no one can prove it to me that it is, because it and my life has been just too fake for explanation. But then discussing this one time with someone, he told me at least I must be real, because I would have to exist in order to come up with the notion.
Fair enough.
But to me this is all just still a dream, or more like a nightmare, well, both.
As for the other dude her, his theory is way too illogical. If anything, it would be the reverse, he's the AI, and he's unaware of his place in existence.