Now my interpretation: Enterprises are mostly riding the hype and not getting that much real benefit - hence the recent steep decline they've seen. Solo devs and micro teams are reaping the most of the actual benefits of generative AI. Anecdotally I've seen this in practice that individuals or tiny teams have the most flexibility with using AI and can play around with it the most in order to get it to do useful stuff. Larger organizations are limited by communication overhead and need to follow protocols and procedures and best practices and whathaveyou. Whatever benefit AI brings is drowned out by this overhead.
My prediction: Solo devs and tiny teams using AI will be able to do more work faster than enterprise. I've yet to see much real world results of this, so I think the effect is kinda small, but I do believe is is tangible. I think we're seeing a silent wave of micro-sass businesses that is made more possible because of generative AI. These aren't large or sexy, so they're not making headlines. Where can I find data on this?