The real question is, is it increasing their velocity?
They've already admitted they just 'throw the code away and start again'.
I think we've got another victim of perceived productivity gains vs actual productivity drop.
People sitting around watching Claude churn out poor code at a slower rate than if they just wrote it themselves.
Don't get me wrong, great for getting you started or writing a little prototype.
But the code is bad, riddled with subtle bugs and if you're not rewriting it and shoving large amounts of AI code into your codebase, good luck in 6-12 months time.