New CEO Flex: Brag about the amount of AI code your company has shipped

CEO Brian Chesky said Airbnb generates more code with AI than the industry average, with 60% of the code its engineers generate co-authored with AI.

“This is not just about efficiency,” Chesky said on a May 7 earnings call. “This means our team can ship faster, iterate faster, and deliver more improvements to our guests and hosts than ever before.”

Anthropic CEO Dario Amodei said in October that Claude writes 90% of the code that most of the company’s teams generate.

“I believe that after six months, 90% of the code is written by an AI model“While some people think that prediction is wrong, within Anthropic and within many of the companies we work with, it is now absolutely correct,” Amodei said at the annual Dreamforce conference.

However, this does not mean that the job of an engineer has become obsolete. Amodei said companies still need the same level of engineers, or more, to review code and oversee AI models.

At fintech company Chime, AI-powered development is “quickly becoming the norm,” CEO Chris Britt said on a May 6 earnings call. Britt said 84% of the code Chime shipped in March was developed with AI, up from 29% four months earlier.

He previously touted AI as a driving force for greater efficiency across Chime during a conference call in February.

Chime is building its own AI-native software factory called Archimedes to turn ideas into products, where the majority of development is done by AI agents.

“AI is driving massive operating leverage and increasing production levels while keeping headcount flat,” Britt said on a May conference call.

Real estate brokerage firm Compass is also getting in on the technology advance. Chief Executive Officer Robert Refkin told analysts on May 5 that while operating expenses remain the same, AI coding has sped up product development by 20%.

“Currently, we estimate that 30% to 40% of all new code created in Compass is generated by AI,” Levkin said.

DoorDash CEO Tony Xu highlighted the productivity gains from AI during the company’s May 6 earnings call. Thanks to AI, the company can deliver features to customers faster, Xu said.

“As an example, far north of half the code, probably close to two-thirds of the code is now written by AI,” Xu said.

But Xu said it’s not all about productivity.

“We’re shipping more code, but the ultimate question I have is, are we actually delivering better outcomes for our customers?” Xu added that the company is still considering that. “Because at the end of the day, that’s all that really matters.”

Ad tech company DoubleVerify was asked on its May 6 earnings call about how it leverages AI to increase the productivity of its engineers. CEO Mark Zagorski said the company uses agents to write code, resulting in 40% faster software development.

AI recruiter King said “engineering has historically been the most expensive item” in the operating budgets of software-as-a-service businesses like DoubleVerify.

“This is also one of the few features where the productivity gains of AI are actually measurable,” he said.

David Gandler, CEO of streaming platform Fubo, said the adoption of AI and its ability to accelerate revenue is “underappreciated” in the industry. In Fubo’s case, about 35% of its code is completed by AI, Gandler said on an earnings call in May.

“Currently, approximately 200 of our employees are using ChatGPT or Claude Code to really drive increased effectiveness and efficiency,” Gandler said. “Some of our top engineers actually don’t code anymore.”

This was announced by Google’s parent company Alphabet. 50% of the code is written by agents and checked by human engineers.

“It certainly allows our engineers to do more and move faster with their current footprint,” Chief Financial Officer Anat Ashkenazi said of AI during an earnings call in February.

CEO Sundar Pichai said on April 29 that the company is moving to the next frontier of its underlying model, including agent coding, with its platform Antigravity, and that the latest technology is transforming the way the company works.

“With Antigravity, we are moving to a truly agent-like workflow,” Pichai said on an April earnings call. “Our engineers are now assembling a fully autonomous digital task force and building at a faster pace.”

For more than a year, Zuckerberg has been claiming that AI will soon be able to do the jobs of mid-career engineers.

“Maybe in 2025, we at Meta, and other companies that are fundamentally working on this, will have an AI that essentially becomes like a mid-level engineer in your company who can write code,” Zuckerberg said on a January 2025 episode of “The Joe Rogan Experience.”

The technology giant increased its output per engineer by 30%, with much of that growth coming from adoption of agent coding, the company said on its January earnings call.

Uber CEO Dara Khosrowshahi said the company’s use of AI is growing at an “incredible rate” and Uber is not being left behind. Khosrowshahi told analysts in May that Uber was increasing its investment in AI rather than hiring.

He said AI agents currently generate about 10% of the company’s code.

“If everyone at this company can increase throughput by 20%, 30%, 50%, 100%, then I think it’s well worth measuring headcount growth and focusing on AI investments,” he said.