I expect him to improve considerably at Ineos, but he probably isn't a freak talent like some others. Doesn't mean he can't fight for podiums or who knows. It doesn't take much, one of the big favorites crashes out and suddenly the entire dynamic in a GT changes. But a lot will depend on what Ineos have planned for him. Carapaz is leaving, Bernal is still a question mark (and even in top form we don't know if he can compete with the best, a lot has changed since his 2019 TDF win), Pidcock hasn't even landed a GC result in a 1 week pro race yet, De Plus has always pushed the numbers but he 's spent more time in a hospital bed than on a bike, Hart is Hart, Martinez hasn't progressed as expected. So what are the plans? I can't imagine him having to ride for Hart or Pidcock or Sivakov. Whether Rodriguez is really a level above in the long run remains to be seen, there is only 14 months between while Rodriguez has been at Ineos for 3 seasons, while Arensman was at DSM.
Maybe his potential will be somewhere where also guys like Almeida, Vlasov will end up. Fighting for podiums and who knows, when something happens he could suddenly find himself in a great position.
I kind of like the current dynamic at Ineos though. Throw everything at the wall and see what sticks. Go to a GT without a real leader, and figure out in the first week who the strongest is, and the others can help and go stagehunting. If it doesn't pan out, you could still make yourself useful, so less stress and pressure but everybody gets their chance.