Imo the wave of top down 'AI mandates' from incumbent companies is a direct result of the competitive pressure, although it probably wont work as well as the execs think it will
that being said even Dario claims a 5-20% speedup from coding agents, 10x productivity only exists in microcosm prototypes, or if someone was so unskilled oneshotting a localhost web app is a 10x for them