I think you're right. And it's going to be loads of fun to watch.
Not go say there haven't also been very good coders who weren't outsourcing anything, who still got out over their skis with stuff they promised on Kickstarter. I worked on Star Citizen and saw the lure of inflating project scope, responding to the vox populi, go to someone's head in realtime. Where they could still at some point conceivably have done what they had promised if they could just resist promising more stuff.
I find it odd that industrial designers wouldn't have a firmer grasp on what was involved in shipping a product than coders do, since code seems much more prone to mission creep than a physical product would be. But I totally agree that if you're used to outsourcing the build phase of whatever you do, AI is going to be the ultimate mirage.