People like Jensen saying coding is dead when his main selling point is software lock-in to their ecosystem hardware.
When you evaluate hype and the artifacts things don't really line up. It's not really true that you can just ignore the hype because these things impact decision making, investments etc. Sure we might figure out this was a dead end in 5 years, meanwhile SW dev industry collectively could have been decimated in the anticipation of AI and misaligned investment.