This seems like a straw man argument: agile wasn't without specs and waterfall wasn't without some flexibility. What is truly the difference?
> The implementation is then derived from this specification, reflecting iterative changes in the specification, by AI alone or human developers working with AI. Increasingly, these tasks are done autonomously end-to-end by AI agents.
Given that he is heavily involved in Kiro (which touts "specs" as a guided flow within the tool [0]), this is starting to make sense. I read as "take some ideas from Agile and from Waterfall, but set up for purpose of AI assistance."