Is entropy increasing or decreasing the longer agents work on a code base? If it's decreasing, no matter how slowly, theoretically you could just say "ok, start over and write version 2 using what you've learned on version 1." And eventually, $XX million dollars and YY months of churning later, you'd get something pretty slick. And then future models would just further reduce X and Y. Right?
Maybe they just need to keep iterating.