the numbers they show are barely distinguishable from noise as far as I can interpret them.
For me, the impact is absolutely in hiring juniors. We basically just stopped considering it. There's almost no work a junior can do that now I would look at and think it isn't easier to hand off in some form (possibly different to what the junior would do) to an AI.
It's a bit illusory though. It was always the case that handing off work to a junior person was often more work than doing it yourself. It's an investment in the future to hire someone and get their productivity up to a point of net gain. As much as anything it's a pause while we reassess what the shape of expertise now looks like. I know what juniors did before is now less valuable than it used to be, but I don't know what the value proposition of the future looks like. So until we know, we pause and hold - and the efficiency gains from using AI currently are mostly being invested in that "hold" - they are keeping us viable from a workload perspective long enough to restructure work around AI. Once we do that, I think there will be a reset and hiring of juniors will kick back in.
Doesn't make sense to stop hiring juniors.
If AI increases productivity, and juniors are cheaper to hire, but is just as able to hand off tasks to ai as a senior, then it makes more sense to hire more juniors to get them working with an AI as soon as possible. This produces output faster, for which more revenue could be derived.
So the only limiting factor is the possibility of not deriving more revenue - which is not related to the AI issue, but broader, macroeconomic issue(s).