But if it's false, there's no saying you can't eventually have an ai model that can read your entire aws/infra account, look at logs, financials, look at docs and have a coherent picture of an entire business. At that point the idea that it might be able to handle architecture and long term planning seems plausible.
Usually when I read about developer replacement, it's with the underlying assumption that the agents/models will just keep getting bigger, better and cheaper, not that today's models will do it.