I think it's more subtle than that. There are a lot of measures of what a 'good developer' is, and one of them is 'shipping things'. AI is specifically accelerating that part of the industry - it's much easier to ship code faster now. If you're in a domain that doesn't need quality (easy horizontal scaling, bugs rarely have a critical impact, customers are relatively loyal) then AI is proving that shipping features is more important than code quality.

If you're in a part of the software industry that needs well-optimized and bug-free code then it's less useful. The problem for devs is that those parts of the industry are much smaller.