AI Coding Assistants Haven’t Sped up Delivery Because Coding Was Never the Bottleneck

Agoda recently published an observation arguing that while AI coding tools have measurably raised individual developer output, the resulting velocity gains at the project level have been surprisingly modest, because coding was never the real bottleneck. The post claims that the bottleneck has shifted upstream to specification and verification because these areas require human judgment. By Eran Stiller