The core thesis of this essay is reminiscent of the Lisp Curse [1] / Bipolar Lisp Programmer [2].

It's been a few years since I read these, but if I recall the argument there, it was that Lisp makes it so easy to build stuff and scratch exactly your own itch, that there's no real strong push for lisp programmers to come together and collaborate to build non-trivial and general purpose artifacts. And that is why the landscape of public lisp software is poorer as a result, compared to languages which demand much more effort to get anything substantial done.

Armin seems to be making a very similar point about AI coding.

[1] https://www.winestockwebdesign.com/Essays/Lisp_Curse.html

[2] https://www.marktarver.com/bipolar.html