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Here's what I found most interesting in the Customer Stories:

> 4.3 Non-billable hours recaptured per lawyer weekly, in an independent study of 31 firms

-Legora

> 24→5 days Working days for new feature time to market

-Rakuten

> 2x Quarter over quarter productivity gains (estimated 8.1 million hours annualized)

-Salesforce

The rest are pretty fuzzy/fungible (percentage of employees "using" Claude etc.). But these claims potentially show real, measurable productivity value (assuming they're true and measured accurately).

> 2x Quarter over quarter productivity gains (estimated 8.1 million hours annualized)

This is a great encapsulation of why productivity gains are an imperfect measure. 2X is a massive improvement. Yet IMO you can barely tell a difference as a user of the various SFDC offerings (Salesforce, Slack, Tableau, etc). So where is all that work going? A generous interpretation is that it is in the form of small, somewhat invisible improvements that add up over time, but that seems unlikely give then nature of what people prioritize at work...

My vantage point as a technical seller at the margins of this space: Outside of software development, the productivity argument is a challenge to CFOs / Finance / Procurement. The ship has sailed when it comes to friction free AI purchases. Buyers need to articulate why productivity will adjust the trajectory of top line or bottom line metrics for the business.
> (assuming they're true and measured accurately).

Precisely, because TTM doesn't tell the full story about the potential shifts in quality of the work. I don't refer to vibeslop here, to be precise, just the additional followup work required on those features released faster, which always happens but with AI it may or not happen more often.

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Are there people still doubting the productivity gains of AI? We're way beyond that point.
I presume the productivity gains was coming to the realisation that a lot of staff at said (any!) company are running around looking busy rather than actually doing anything useful.