What Dario Amodei said 12 months ago is that AI would be "writing essentially all of the code", and the job of software engineers would become guiding and reviewing the code generation process. That's come true at a number of companies.
The important context I think people may miss is, this does not require AI to be 10x or 5x or even 1x as good as a human programmer. Claude is worse than me in meaningful ways at the kind of code I need to write, but it’s still doing almost all my coding because after 4.6 it’s smart enough to understand when I explain what program it should have written.
There are 0 relevant companies where AI is writing all the code. Now, you could mislead people by taking his words hyper literally. Computers = AI, basically all companies write code using computers these days. I don't know why you would, but you could.
A rent seeking mega corp that stopped writing real software over a decade ago you could literally force all your employees to use LLMs, but there is no value add for serious companies trying to solve real problems with programming.
The important context I think people may miss is, this does not require AI to be 10x or 5x or even 1x as good as a human programmer. Claude is worse than me in meaningful ways at the kind of code I need to write, but it’s still doing almost all my coding because after 4.6 it’s smart enough to understand when I explain what program it should have written.