The productivity gains from coding models are gradually increasing, with a current estimated speed-up of 15-20% and a projected exponential growth.
I think my model of the situation is that there's an advantage that's gradually growing. I would say right now the coding models give maybe, I don't know, a 15-20% total factor speed up. That's my view. Six months ago, it was maybe 5%. So it didn't matter. 5% doesn't register. It's now just getting to the point where it's one of several factors that kind of matters. That's going to keep speeding up.