I agree that it's out of the developer's control in some organizations. I'm also skeptical the degree to which this is happening across the industry. If I were running a software team, I would give team members autonomy over how much they use AI. Some people will be more productive with it, and some will be more productive without it. What matters is delivering quality software.

Long before vibe coding, it was well understood that output in terms of lines of code wasn't a good metric for quality or productivity. I'm predicting that the industry will come to the same understanding in terms of PRs and token usage. Eventually, those lagging indicators will catch up and teams will have to relearn the "No Silver Bullet" lesson.