He claims you can strip out some of the inefficiency which is related to interoperating software... that's not going anywhere. There will alwyas be walled gardens or code that breaks. Maybe that'll even increase. And even though what AI can already do is incredible, I think it'll take a long time before it can build and maintain large scale projects. In the meantime, it'll certainly make developers more efficient, but so have countless other tools.
That said, I think that remote workers are going to have a reckoning. If i'm hiring for people to be in the office, then i have a much smaller pool, replacing people is tougher, etc. But once I'm opening the doors to remote work, why not do so in a country with a much lower cost of living? I see people on HN constantly talking about how to succeed remotely, you need to be able to work in an async environment, etc. Well guess who loves the idea of an async environment? Upper managers who see ballooning payrolls and realize that an async/remote workplace doesn't need to consist of people in high cost countries.