Everything sucks at first. That doesn't make it disruptive or good or gives you any information as to how it will work in the future.
In terms of Innovators Dilemma: Robb Oat is not useful to existing "customers" of software engineers (product managers, engineering managers, lead engineers). But because of its drastically lower cost and higher speed, it _may_ open up new markets that barely exist right now. If successful in these new, smaller markets, it may eventually move upmarket and displace existing "technology" (i.e., us) once it can compete on productivity. That's the point at which it will have proven itself to be disruptive.
The next step for Robb Oat, if it's to go anywhere, is to find the smaller, newer market where it can be useful. TBD