> If LLMs can boost their productivity even by an average of 5% (studies from ~2024 put it in the ~30% range depending on task) that is ~1.5 - 2.5T in value

Minus the cost of inference, that might not be the boon you're making it out to be. I hear what people around here are spending on their api and I'm skeptical that these tools are making me that much more productive.

Personally, for assisted development, I haven't seen much progress in a while.