It sounds like this has a pretty falsifiable claim here - is the revenue attributed to a tax thing? Then it's clearly not attributable to code.
I agree that the macro picture would speak for itself. Can you point to any macro level detail that is indeed cleanly showing benefits from increased productivity from LLMs?
I think the lack of evidence for LLM productivity is not an indictment on LLMs… it’s an indictment on the industry still having no real way to measure developer productivity in general.
