I'm not a fan of games that are designed by committee, and I fear AI-generated games would take that to the 11th degree.
Given that, I feel very specific aspects could still be vastly improved by AI, like games that implement procedural generation; I feel like his mention of procedural fears more of everything becoming procedural, instead of it supplementing the pre-existing applications of it. Those kinds of games hit a plateau at a certain point in the gameplay loop - the limitations of the tiles or combinations of assets starts to become very predictable and doesn't achieve the purpose it sets out to at that point.
Also to take into account, AI needs a dataset to train it, and to avoid the homogenization he fears would involve producing datasets for specific tasks, and differentiating them from one another; to me, devs producing these unique datasets to sell is inevitable, and there's definitely going to be a lot of "shovelware"-quality datasets being thrown around. The ethics of the data contained in a lot of those kinds of ones will definitely be questionable.