I don't know about large teams or companies. I feel more confident with the conjecture: Conditioned on small teams, a team of seniors with AI coding beats a team of junior with AI coding by a wide margin, in my experience.

When accounting for "coding taste," I think there is equal or higher quality output over small teams, and if there is a decrease in software quality, it's nowhere near the implied amount (5-10% at most) with a massive gain in speed (approx 3x? 4x? hard to measure). Those numbers net out positive in the end, especially as the team starts to understand and ship with AI in the loop.