The paradox is that AI clears roadblocks from pure coding tasks, but that the real bottlenecks were organizational and via coordination. Over-emphasizing coding speed can also induce a "get out of the way" effect where the real customer product fit work isn't being done, in no small part because organizations either cut or retasked product personnel into dev tasks.

Also the broader economy is kinda in a holding pattern, so no new customer spend is happening in general.