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Re:Anthropic IPO by jimbokun on Thursday November 12, 2026 @08:32AM (#50466835)
Here's what I found most interesting in the Customer Stories:

> 4.3 Non-billable hours recaptured per lawyer weekly, in an independent study of 31 firms

-Legora

> 24→5 days Working days for new feature time to market

-Rakuten

> 2x Quarter over quarter productivity gains (estimated 8.1 million hours annualized)

-Salesforce

The rest are pretty fuzzy/fungible (percentage of employees "using" Claude etc.). But these claims potentially show real, measurable productivity value (assuming they're true and measured accurately).

Re:Anthropic IPO by cromka on Thursday November 12, 2026 @08:37AM (#50466895)
> (assuming they're true and measured accurately).

Precisely, because TTM doesn't tell the full story about the potential shifts in quality of the work. I don't refer to vibeslop here, to be precise, just the additional followup work required on those features released faster, which always happens but with AI it may or not happen more often.

Re:Anthropic IPO by ealready_value on Thursday November 12, 2026 @09:24AM (#50467741)
TTM for sure is a bad indicator. Earlier this year at $DAYJOB, they attempted to switch all of the devs to a fully LLM based workflow: LLM writes the ticket, gets stakeholder input to refine the ticket, reads the ticket, does the work, submits the PR, etc. Their case study was a single project that did that process soup to nuts. The estimated time was a couple months, but they ended up going about, and I quote, "2x-3x" faster. So obviously they expected everyone to go faster.

The problem is that the way it was described to the other devs, they were able to sit all of the stakeholders down to really flesh out the idea and produce a working and detailed description of what needs to be done. A process that the company struggles to get done in general. I'm also convinced myself that they did not include the time to get the specifications written, a time we typically include in our TTM.

So of course the example's TTM was shorter, but that's always true when you start with detailed specifications. I can't speak to quality of the feature, since they hadn't even finished rolling it out to customers by the time they told us that's how we're operating. With promises of 2x-3x more features. And we continue to struggle to get stakeholders to nail down specifications and struggle to get features complete as a result. In fact, now it seems even worse than ever.

Re:Anthropic IPO by matwood on Thursday November 12, 2026 @01:00PM (#50471419)
If the cost/time to code is compressed to near zero, the rest of the SDLC comes under pressure.
Re:Anthropic IPO by levi-turner on Thursday November 12, 2026 @09:26AM (#50467796)
My vantage point as a technical seller at the margins of this space: Outside of software development, the productivity argument is a challenge to CFOs / Finance / Procurement. The ship has sailed when it comes to friction free AI purchases. Buyers need to articulate why productivity will adjust the trajectory of top line or bottom line metrics for the business.
Re:Anthropic IPO by 72deluxe on Thursday November 12, 2026 @10:35AM (#50469121)
I presume the productivity gains was coming to the realisation that a lot of staff at said (any!) company are running around looking busy rather than actually doing anything useful.
Re:Anthropic IPO by tqi on Thursday November 12, 2026 @12:16PM (#50470721)
> 2x Quarter over quarter productivity gains (estimated 8.1 million hours annualized)

This is a great encapsulation of why productivity gains are an imperfect measure. 2X is a massive improvement. Yet IMO you can barely tell a difference as a user of the various SFDC offerings (Salesforce, Slack, Tableau, etc). So where is all that work going? A generous interpretation is that it is in the form of small, somewhat invisible improvements that add up over time, but that seems unlikely give then nature of what people prioritize at work...

Re:Anthropic IPO by IshKebab on Thursday November 12, 2026 @12:56PM (#50471356)
Are there people still doubting the productivity gains of AI? We're way beyond that point.