I don't know Mr. Altman's rationale, but FAANG companies being first to automate away programmers sounds reasonable to me on the basis of scale alone. They have

I don't know Mr. Altman's rationale, but FAANG companies being first to automate away programmers sounds reasonable to me on the basis of scale alone. They have more code than most companies with which to make up a company- and problem-specific dataset, as well as the resources and expertise to train and deploy complex models.