Ok, that seems like generally a good thing for most of us? His prediction is that employment opportunities will increase, and there will be a much more diverse pool of companies you can choose to work at.
It's bad for technical workers because if you pivot from 'engineer #10 at a company that is big enough to have full-time QA, engineering managers, and an actual HR department' to 'engineer #2 at a company that doesn't have any QA or engineering managers', suddenly all of the important tasks those people were handling get handed off to whoever's unlucky enough to get the task, or worse, get handed off to the worst possible people.
Essentially, the pool may be more "diverse" in the sense that there are more companies doing different things with AI, but if suddenly 90% of your job openings are tiny startups that might shut down next year where the HR and finance departments are both the CEO's wife, it makes it harder to stay in the field.
It's mixed. The reason for higher demand would be lower cost. I.e. perhaps lower median wages for the vast majority of folks where we have a bimodal peak at tech companies who have a small percentage of overall workers.