My guess at what's happening is that people are mostly using the tools on low impact or speculative projects. Notice that he said he wouldn't have attempted it without AI.

That's been my experience too. I had an idea that I didn't need so I hadn't bothered doing it, but AI made it easier to just have a go. I suspect people aren't using AI as much on their main profit-making projects (which also are going to be bigger, more complex and not greenfield - which is all harder for AI).

Also give it a chance - as you said "good" models have only been available very recently and you wouldn't expect everyone to start using them instantly.