I’d be interested in a real accounting of what he said, rather than what people say they’ve heard.

If he says AI is changing work in some places but not-at-all in most… that’s defensible. Or at least we can look at that. Did he say it about the llm offerings from one or two providers or about (broad gesture) all AI efforts, everywhere? Etc.

Certainly it’s changing sw development work. It’s less clear, most everywhere else.