Azeem Azhar's Exponential View Why the AI productivity gains haven’t arrived - yet
191 snips
Nov 21, 2025 The podcast delves into the contrasting realities of AI productivity, highlighting significant gains for some but mixed market reactions. Discover why senior developers benefit more from AI tools, thanks to their ability to strategize and assess outcomes effectively. The discussion explains how legacy processes hinder widespread productivity improvements. Additionally, insights reveal the emergence of AI integrator roles, responsible for redesigning workflows amidst shifting technology. Overall, the outlook is cautiously optimistic, showcasing growth yet acknowledging it's a work in progress.
AI Snips
Chapters
Books
Transcript
Episode notes
Split Reality Between Individual And Firm Gains
- AI is creating a split reality: clear individual productivity gains but weaker firm- and economy-wide effects.
- The market is nervous because revenue growth must follow productivity for AI investments to pay off.
Real Company Reports Of Big Gains
- Micron reports 30–40% productivity gains from generative AI in code generation and internal uses.
- Coinbase says AI-generated code use is on track to surpass human output with wide daily adoption.
BNY And Walmart Use Cases
- BNY deployed 100 digital employees with logins to scan code and fix vulnerabilities, boosting capacity.
- Walmart used agent workflows to shorten fashion production from six months to eight or nine weeks.
