My friend is an exec at a US software company and they are preparing to lay off a few teams of programmers in their Eastern European locations and replacing them with a small number of US programmers + AI. He said they are much more productive and produce new features much faster.
This makes more sense to me. The bottleneck for me is less becoming "understanding code" and more "understanding users". Validating the latter is a task non-programmers can do.
I think the article is right about outsourcing but not from cheap offshored contractors, good experts will become more independent and be more enabled to support more clients with AI, meaning small and medium businesses won’t need internal as many engineers, finance, marketing, etc