I'm curious why you think that? I thought the talk was pretty grounded. There was a lot of skepticism of using LLMs unbounded to write software and an insistence on using ground truth free from LLM hallucination. The main thesis, to me, seemed like "we need to write software that was designed with human-centric APIs and UI patterns to now use an LLM layer in front and that'll be a lot of opportunity for software engineers to come."
If anything it seemed like the middle ground between AI boosters and doomers.