We just had a story last night about a Python cryptography maintainer using Claude to add formally-verified optimizations to LLVM. I think the ship has sailed on skepticism about whether LLMs are going to produce valuable code; you can follow Simon Willison's blog for more examples.
I don't understand people who are sceptical about whether LLMs can give value. We're way past that, now at the stage where we're trying to figure out how to extract the most value out of them, but I guess humans don't like change much.
They jury is still out, they have spent hundreds of billions, trillions. And want trillions in ROI.
It does really cool stuff now when it is given away for free, but how cool is it when they want you to pay what it actually costs? With ROI and profits on top.