Yes and no. I believe the point he is making is simply that there is no substitute for fundamentals and first-principles thinking.
We had scores of students study how microprocessors work and compilers work over decades, yet we have 3 or 4 major processor companies and a handful of programming languages. Yet, what they learned was probably crucial in their development as engineers.
We are also so early right now that even 2-3 years from now who knows how many LLMs and model firms survive (esp. given the "snake eating its tail" venture/investor funding situation)
We had scores of students study how microprocessors work and compilers work over decades, yet we have 3 or 4 major processor companies and a handful of programming languages. Yet, what they learned was probably crucial in their development as engineers.
We are also so early right now that even 2-3 years from now who knows how many LLMs and model firms survive (esp. given the "snake eating its tail" venture/investor funding situation)