I believe this is an attempt to try out a possible answer to the problem of "If AI makes it non-viable for individual companies to pay junior devs, there will be no junior devs". The posited theory: Maybe the AI companies pay them off what is effectively a tax on the industry as a whole (that they can extract because every company has no choice but to pay their fees). It's pretty dystopian so I hope this isn't the future, but... maybe worth trying as an experiment?

I think I summarized it best: AI companies are taking money out of the developer salary pool and giving it to themselves. I personally don't mind since I don't have to work at a company to make money, but I do feel for people who do.