Where's the Shovelware? by Mike Judge (2025)

Link to article (substack.com)

I was an early adopter of AI coding and a fan until maybe two months ago, when I read the METR study and suddenly got serious doubts. In that study, the authors discovered that developers were unreliable narrators of their own productivity. They thought AI was making them 20% faster, but it was actually making them 19% slower. This shocked me because I had just told someone the week before that I thought AI was only making me about 25% faster, and I was bummed it wasn’t a higher number. I was only off by 5% from the developer’s own incorrect estimates.

I discovered that the data isn’t statistically significant at any meaningful level. That I would need to record new datapoints for another four months just to prove if AI was speeding me up or slowing me down at all. It’s too neck-in-neck.

That lack of differentiation between the groups is really interesting though. Yes, it’s a limited sample and could be chance, but also so far AI appears to slow me down by a median of 21%, exactly in line with the METR study. I can say definitively that I’m not seeing any massive increase in speed (i.e., 2x) using AI coding tools. If I were, the results would be statistically significant and the study would be over.

That’s really disappointing.

Consider this: with all you know about AI-assisted coding and its wide adoption, if I showed you charts and graphs of new software releases across the world, what shape of that graph would you expect? Surely you’d be seeing an exponential growth up-and-to-the-right as adoption took hold and people started producing more?

The most interesting thing about these charts is what they’re not showing. They’re not showing a sudden spike or hockey-stick line of growth. They’re flat at best. There’s no shovelware surge. There’s no sudden indie boom occurring post-2022/2023. You could not tell looking at these charts when AI-assisted coding became widely adopted. The core premise is flawed. Nobody is shipping more than before.

So if you're a developer feeling pressured to adopt these tools — by your manager, your peers, or the general industry hysteria — trust your gut. If these tools feel clunky, if they're slowing you down, if you're confused how other people can be so productive, you're not broken. The data backs up what you're experiencing. You're not falling behind by sticking with what you know works.