A friend of mine added some pretty extensive iOS UI tests to a keystone feature hit by millions every month. They'd been kicking the can down the road for years, trying to fit it in their roadmap, and with Claude running overnight they were able to bang out the whole suite in a week.

I'm not sure how it would show up in quarterly results.

Even if Uber really did double developer productivity, would it translate to quarterly results?

Ultimately they make money selling rides, not selling software. The Uber app is mature and adding new features is unlikely to significantly increase sales.

Writing 2x more code doesn't translate to 2x more revenue unless it results in 2x more rides.

In the big red number shown after revenue where profits used to be.

Probably shows up in OpenAI and Anthropic quarterly reports. I have to wonder if that was the point.

Advancement in AI research seems to be the only thing at this point.

> Where does it show up in quarterly results?

Standard answer is "companies that are not seeing significant gains from AI just aren't AI-ing hard enough, trust me bro".