"I want professionally managed software companies to use AI coding assistance to make more/better/cheaper software products that they sell to me for money.” (Simon Willison herein quotes Matthew Yglesias) - this is such a naive and sloppy take. What do you want? "better software"? not going to happen. "cheaper software"? not going to happen either. "more software"? for sure, but is it really what you want?
If I hire a plumber it's certainly not cheaper than doing it myself but when I am paying money I want to make sure it is better quality than what I am vibe plumbing myself.