How can that be attributed to any code an LLM wrote?
>$8 billion of net income was the result of a tax benefit the company realized in the first quarter of the year.
So exactly how much of their revenue is because of any code LLMs wrote vs. just structural tail winds?
I agree that you can't draw any conclusions about AI, but their revenue increased by 33% percent. That's just straight income before any taxes or costs are applied.
You can always say "it's not because of LLMs", that's nearly unfalsifiable.
But if all of your peers are saying LLMs are more productive, if you're building things faster than ever before, the macro picture speaks for itself.