>Given the number of people who want to make games—if code is the bottleneck

Game development is not a zero sum game. There can be multiple bottlenecks or difficult hurdles.

>and LLMs can really make you hugely more productive, I’d expect to see an actual explosion.

Well growth was double the previous year. Maybe you might not call that an explosion, it's still a very noticeable uptick.

It is possible that LLMs boost productivity by 2x-10x and there’s another bottleneck that limited the growth to a few thousand games.

I think it’s much more likely that LLMs don’t actually boost productivity all that much.