What he says still doesn't map to my daily practice. I use Astra and Fable extensively and they need an incredible amount of guidance and harnessing to produce fairly simple systems. Any decent code is produced with tons of static tooling, agent files, harnessing, and even then, there are myriad mistakes. My main point of skepticism is whether software engineering is verifiable at all, once you factor in architecture, code design, let alone the human element in usability, requirements, etc.
As far as I'm concerned Dwarkesh could be prey of AI psychosis... I don't think a proxy metric like the average daily spend of AI researchers going up proves anything.
The technology has undoubtedly advanced but for me it's still a coin toss on whether we're in an exponential or an s-function.