I think we - in last few months - are very close to, if not already at, the point where "coding" is solved. That doesn't mean that software design or software engineering is solved, but it does mean that a SOTA model like GPT 5.4 or Opus 4.6 has a good chance of being able to code up a working version of whatever you specify, with reason.

What's still missing is the general reasoning ability to plan what to build or how to attack novel problems - how to assess the consequences of deciding to build something a given way, and I doubt that auto-regressively trained LLMs is the way to get there, but there is a huge swathe of apps that are so boilerplate in nature that this isn't the limitation.

I think that LeCun is on the right track to AGI with JEPA - hardly a unique insight, but significant to now have a well funded lab pursuing this approach. Whether they are successful, or timely, will depend if this startup executes as a blue skies research lab, or in more of an urgent engineering mode. I think at this point most of the things needed for AGI are more engineering challenges rather than what I'd consider as research problems.