I'm not entirely sure that's the claim or conclusion. Like they said the companies increasing headcount are also being pumped full of $$$. That's a non-permanent state of affairs because it's heavily fueled by speculation about possible future scenarios which may or may not come to pass.

I think the bigger conclusion is that LLMs are, for now, having a minimal effect on the labor market. And I think this makes sense. In spite of individual claims of 10x productivity boost or whatever, their effect on the bottom line of companies seems to remain quite unclear, at best. On the contrary the token-maxing catastrophe seems to have resulted in companies becoming far more price conscious towards LLM usage.