The consequence in this model of not being an early AI adopter is that unless you're a rock star performer already, you're going to fall behind the curve and get ejected from the game of software engineering early. The people who stay in the game until the end will be the ones that have vision now.
If I'm wrong, then all the people who learned AI now will have just wasted a few years on a low value skill, which is honestly the story of the entire history of tech (hello flash devs?), i.e. not an existential threat to engineers.