Vicki Boykis:
What makes good engineers good at product design is the same thing that makes them good at engineering. They feel for the boundaries of what the code and the product allows them to do and stop at those boundaries.
Another name for being able to understand and plan for affordances, either through good product intuition, or experience, or both, in the real world is mechanical sympathy.
I agree with the assertion that agentic coding tools don't have mechanical sympathy. At least as of now; maybe the future models will overcome this (but maybe not).