I wouldn't be surprised if John Carmack combines activities of product owner, game designer, and programmer. In most industry cases, programming jobs are not like this. There are dedicated positions for people who focus on delivered value and it's not programmers. So in scrum terms, he might actually be saying that programmers will be indeed obsolete, but product owners, game designers and other kinds of business analysts not.
Product owner is the one who analyses requirements, decides what should be implemented, and creates user stories for programmers. Currently programmers can use AI to help implement user stories but in future probably AI will be good enough take and implement user stories on its own. In more distant future it could replace product owner too. So that CEO can just talk AI directly into making a great product without much details, but at that point businesses like this will be less valuable because many can do that and there's no need for devteam and less need for investments.