Tech CEOs aren’t the only ones bragging about their companies’ AI output.
How much code AI is delivering has been mentioned in earnings calls and interviews.
One AI recruiter said this is an attractive topic for both investors and potential employees.
App downloads and EBITDA aside, the metric CEOs care about most is now AI productivity.
In interviews and quarterly earnings calls, CEOs show off statistics on the amount of code generated by AI agents. The trend started with AI companies like Anthropic, Meta and Google, whose AI investments have been questioned, and continues with other companies eager to position themselves at the forefront of AI.
From fintech to streaming, agency AI adoption is the new status symbol among executives.
It has become more than just a topic that wows investors. It’s also a signal to potential employees about the future direction of his company. Engineers want to know where they should invest their time as employees.
Alex King, founder of ExpandIQ, an AI talent acquisition firm, told Business Insider: “It’s clear that companies at the forefront of AI will attract the right talent needed to truly become an AI-centric company.”
As artificial intelligence permeates daily work, some CEOs say it’s a tool to help their employees, while others say their top engineers no longer code at all.
Here’s how companies are touting their agent AI capabilities in coding.
Airbnb
Illustration by Algi Febri Sugita/SOPA Images/LightRocket via Getty Images
CEO Brian Chesky said that Airbnb uses AI to write more code than the industry average, and 60% of the code written by its engineers is co-written with AI.
“This is not just an efficiency story,” Chesky said on a May 7 earnings call. “This means our teams deliver faster, iterate faster, and deliver more improvements to guests and hosts than before.”
Illustration by Avishek Das/SOPA Images/LightRocket via Getty Images
Anthropic CEO Dario Amodei said in October that Claude writes 90% of the code generated by most teams at the company.
“My prediction is that within six months, 90% of code will be Written by AI modelAmodei said at the annual Dreamforce conference. “Some people thought this prediction was wrong, but within Anthropic and the many companies we work with, it’s absolutely right now.”
This does not mean that the job of an engineer is obsolete. Amodei said companies still need as many engineers, if not more, to review code and oversee AI models.
chimes
Fintech company Chime filed to go public on Tuesday, one of several startups preparing to take another stab at the IPO waters.Jaque Silva/NurPhoto via Getty Images
Chris Britt, CEO of financial technology company Chime, said during an earnings call on May 6 that AI-driven development is “quickly becoming the norm.” Britt said that 84% of the code released by Chime in March was developed with AI, compared with 29% four months ago.
He previously touted artificial intelligence as a driver of 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, with AI agents doing much of the development work.
“Artificial intelligence is driving operating leverage at scale, increasing output levels while keeping headcount the same,” Britt said on a conference call in May.
compass
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Real estate agency Compass is also getting in on the technological advances. Chief Executive Robert Reffkin told analysts on May 5 that AI coding has sped up product development by 20%, while operating expenses have remained flat.
“We now estimate that 30 to 40 percent of all new code written at Compass is generated by AI,” Refkin said.
DoorDash CEO Tony Xu highlighted the productivity gains brought by artificial intelligence during a May 6 earnings call. Artificial intelligence helps companies deliver features to customers faster, Xu said.
“For example, about half of our code now is written by artificial intelligence,” Xu said.
But productivity isn’t everything, Xu said.
“We are delivering more code, but my ultimate question is, are we actually delivering better results to our customers?” Xu said, adding that the company is still working out the issue. “Because at the end of the day, that’s the only thing that really matters.”
Two-step verification
Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images
During an earnings call on May 6, ad tech company DoubleVerify was asked about how it uses artificial intelligence to make engineers more productive. CEO Mark Zagorski said the company is using agents to create code, resulting in 40% faster software development.
Artificial intelligence recruiter King said that “engineering has historically been the most expensive item” in the operating budgets of software-as-a-service companies such as DoubleVerify.
“It’s also one of the few features where AI productivity gains are actually measurable,” he said.
fubo
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David Gandler, CEO of streaming platform Fubo, says the adoption of artificial intelligence and its ability to accelerate revenue is “underrated” in his industry. Gandler said on an earnings call in May that about 35% of Fubo’s code is done through artificial intelligence.
“About 200 of our employees now use ChatGPT or Claude Code to really increase efficiency and effectiveness,” Gandler said. “Some of our top engineers actually don’t code anymore.”
Google parent company Alphabet has said50% of its code is written by agents and checked by human engineers.
“Certainly, it helps our engineers do more, faster with our existing footprint,” Chief Financial Officer Anat Ashkenazi said of artificial intelligence during an earnings call in February.
CEO Sundar Pichai said on April 29 that the company is using its platform Antigravity to move into the next frontier of foundational models, including agent coding, and that the latest technology is changing the way the company operates.
“With Antigravity, we are moving to a true agent workflow,” Pichai said during an April earnings call. “Our engineers are now orchestrating fully autonomous digital task forces and building them at a much faster pace.”
Yuan
Joan Cross/NurPhoto via Getty Images
For more than a year, Zuckerberg has insisted that artificial intelligence will soon be able to do the jobs of mid-level engineers.
“Maybe by 2025, we at Meta and other companies that are basically working on this will have an AI that effectively becomes a mid-level engineer in the company who can write code,” Zuckerberg said on a January 2025 episode of “The Joe Rogan Experience.”
The tech giant said during its January earnings call that output per engineer increased by 30%, with much of the growth coming from the adoption of agency coding.
Uber
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Uber CEO Dara Khosrowshahi said the company is seeing the use of artificial intelligence growing at an “incredible rate” and that Uber is not being left behind. Khosrowshahi told analysts in May that Uber would invest more in artificial intelligence and less in hiring.
Currently, about 10% of the company’s code is written by artificial intelligence agents, he said.
“If everyone in this company can increase throughput by 20%, 30%, 50%, 100%, then I think it’s going to be very worthwhile to measure headcount growth and invest in AI,” he said.
