> There will be a window where fast adopting AI companies can deliver features faster than peers

The fundamental problem is having people doing the right things. Lines of code does not equal real economic value.

I think AI will have a much different effect: raw headcount will no longer give large companies the same moat that they once had.

If AI makes a 10x engineer into an 100x engineer and unlocks this whole world of productivity, getting them to actually deliver 100x requires the proper culture where they aren't blocked by environmental factors, management, and incentive structure.

10x -> 100x is an extreme example, but the point stands: if AI amplifies our productivity and productivity is determined by motivation + environment + alignment on priorities, in order to realize the advantage from AI, a company needs to both embrace it and have the right culture