"Lol", do you think in lols or do you ever sit and consider something more deeply? Or maybe you think adding a lol makes the other side's argument ridiculous and yours stronger?
Skipping the lols, here's the answer to your question: doesn't matter if developers "are already commodities" to some degree.
First, because that degree is small, else developers wouldn't command such high salaries relative to other trades. So they might be commoditized compared to surgeons, but not at all compared to most office or blue collar trades.
Second, even if they are commoditized to some degree, the argument is that AI will bring further commodification. Not that it will introduce the first and foremost case of commodification in the developing world.