I think this is all fair, but somewhat just semantics.
Most engineers are working in "normal" engineering orgs, but can feel the ground underneath them shifting, and companies believe that if they are caught flat footed, they will be out competed in the marketplace, so they are all trying to make sure they are adopting it at least in a way that lets them keep pace if not accelerate revenue.
If you are not impacted by economic incentives, you can continue to not care about this transitional state, but most people do.
Are there any companies outside of the "AI shovels" business that make more money because of AI? Every time I ask someone why they went so hard on adopting AI, I hear the same story about the fear of losing the market share or becoming less competitive. Honest question, who is benefitting from all of this? The revenues at majority of companies seem flat at best. There is a growing concern about professionals getting deskilled, the job satisfaction is not improving, wages are stagnant. Mind-boggling that we are actively engaged and often push for this experiment that hurts our own profession. Cheering for our own demise.