Another way to think about it is SWE agents. About a year ago Devin was billed as a dev replacement, with the now common reaction that it's over for SWEs and it's no longer a useful to learn software engineering.
A year later there have been large amounts of layoffs that impacted sw devs. There have also been a lot of fluff statements attributing layoffs to increased efficiency as a result of AI adoption. But is there a link? I have my doubts and think it's more related to interest rates and the business cycle.
I've also yet to see any AI solutions that negate the need for developers. Only promises from CEOs and investors. However, I have seen how powerful it can be in the hands of people that know how to leverage it.
I guess time will tell. In my experience the current trajectory is LLMs making tasks easier and more efficient for people.
And hypefluencers, investors, CEOs, and others will continue promising that just around the corner is a future in which human software developers are obsolete.