I agree there is little moat around code qua code now. I'm not sure that means there will be fewer coders, because the people in the best position to take advantage of this new technology are... coders.
I again agree that code qua code is becoming less valuable, but I think that ironically _understanding_ code (and systems) is going up in value. Complexity still grows super-linearly and so judicious technical decisions will need to be made.
I strongly agree with your last point and I am advocating for a "+CS" track here at Montana State, where non-CS majors can learn enough practical CS to be productive and then excel in their own major. I'm speculating a 3-4 class track with AI/vibe coding as part of it.