I think they've dug themselves into a complexity trap. Beyond the stochastic nature of the models themselves, I don't think they're able to reason about their software anymore. Too many levers, too many dials, and code that likely nobody understands.

But worse, based on the pronouncements of Dario et al I suspect management is entirely unsympathetic because they believe we (SWEs) are on the chopping block to be replaced. And intimation that putting guard rails around these tools for quality concerns ... I'm suspecting is being ignored or discouraged.

In the end, I feel like Claude Code itself started as a bit of a science experiment and it doesn't smell to me like it's adopted mature best practices coming out of that.