On the first part of the article, I believe it describes how individual productivity gains do not seem to translate to business / larger scale productivity. I think this is expected; individual developer productivity, code volume, LOC/day never was a valuable metric on a company scale. Number of delivered features might be one, but ultimately, revenue and customer growth etc are.

While I do believe higher developer productivity can lead to faster reacting to market forces or more A/B testing, that won't necessarily lead to a successful business. Because ultimately it rarely is the software that's the issue there.