I base this on my own experience with them plus conversations with many other peers who I respect.
You can argue that OpenAI Codex using Electron disproves this if you like. I think it demonstrates a team making the safer choice in a highly competitive race against Anthropic and Google.
If you're wondering why we aren't seeing seismic results from these new tools yet, I'll point out that November was just over 2 months ago and we had the December holiday period in the middle of that.