Just like with the image and video generators, I'm fishing to find evidence of machines building something useful - had very little success so far.
If the claims are true and these huge investments are not done in vain, not too far in the future we should be able to tell AI to build the tools we need, for example Microsoft should be expecting to discontinue MS Office either because someone can tell AI to make them an Excel instead of paying a subscription or tell AI to just do the job they will do in Excel.
It's very strange that they talk about replacing the developers with AI but somehow still sell software. Something doesn't add up.