Established successful companies operate in a world where action and change often introduce more immediate risk than staying still. In those companies AI doesn't necessarily offer a lot of "increased productivity" gains because writing the code isn't the bottleneck. But many of them will try to chase cost savings by laying people off or slowing hiring.

There's a couple types of companies where the reverse is true: young companies trying to grow, and dying ones that need a turnaround.

Out of those two, young companies are less likely to be set in their ways. So the first place you really see the result of development moving faster with AI is probably going to be in future months and years when suddenly-big companies start getting widely known with products and business strategies that wouldn't have made sense a decade ago because writing code to try different things to even get the ball rolling was a bottleneck, and you could only do things that wouldn't scale for so long.