Bit too soon to tell, no? Claude Code wasn't released until the latter half of Q2, offering little time for it to show up in those figures, and Q3 data is only preliminary right now. Moreover, it seems to be the pairing with Opus 4.5 that lends some credence to the claims. However, it was released in Q4. We won't have that data for quite a while. And like Claude Code, it came late in the quarter, so realistically we really need to wait on Q1 2026 figures, which hasn't happened yet and won't really start to appear until summertime and beyond.
That said, I expect you are right that we won't see it show up. Even if we assume the claim is true in every way for some people, it only works for exceptional visionaries who were previously constrained by typing speed, which is a very, very, very small segment of the developer population. Any gains that small group realize will be an unrecognizable blip amid everything else. The vast majority of developers need all that typing time and more to have someone come up with their next steps. Reducing the typing time for them doesn't make them any more productive. They were never limited by typing speed in the first place.