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In fact, the closest parallel for #2 I can think of us plagiarism in an academic setting. You didn't do the work, which means you didn't actually learn the material, which means this isn't actually progress (assuming we continue to value #2 (...)Plagiarism is a great analogy. It's great because what we call plagiarism in academic setting, in the real world work we call collaboration, cooperation, standing on the shoulders of giants, not reinventing the wheel, getting shit done, and such.
So the question really is how much we value #2? Or, which aspects of it we value, because I see at least two:
A) "I'm getting better as a programmer"
B) "I'm getting better as a someone who understands our system"
As much as I hate it, the brutal truth is, you and me are not being paid for A). The business doesn't care, and they only get so much value out of it anyway. As for B), it's tricky to say whether and when we should care - most software is throwaway, and the only thing that happens faster than that is programmers working on it changing jobs. Long-term, B) has very little value; short-term, it might benefit both business and the programmer (the latter by virtue of making the job more pleasant).
I think the jury is still out on how LLMs affect A). I feel that it's not making me dumber as a programmer, but I'm from the cohort of people with more than a decade of programming experience before even touching a language model, so I have a different style of working with LLMs than people who started using them with less experience, or people who never learned to code without them.