Narrative vs. The Real World (investors need to be mindful)

Remember, there's always a big gap between narrative and actual real world deployment results. In fact, there was a study, a rigorous randomized control trial by METR, the model evaluation and threat research, which is a nonprofit research institute based in Berkeley. They found that when 16 experienced open-source developers use AI tools, they actually took 19% longer to complete the coding task. Why? Because yes, AI accelerates the code generation. AI can write code very fast. It can create Excel templates very fast like what I showed you. But code review capacity remains flat, which means humans must still review the code. They results of the output. And that creates a review bottleneck where cues will grow and deployment delays increase and productivity gains that were there initially actually evaporate.