I am very much in the 1st group. AI tools except for Co-Pilot are banned, but I use ChatGPT and Gemini a ton. AI lets me do an entire sprint of work in 1-2 days and still get in an extra ticket. I demolish the metrics of other team members while clearly working far less than they do.
So I do my tickets for the sprint,and then go travel for a week or two. Literally, I will be doing standup with my camera off at dinner in Athens or just before going up the Effiel Tower (team is based in North America) and I will push work I have been sitting on whenever I get back to my Airbnb.