It's worse than that. Developers themselves are drunk. They'll be cut off from tools right when they no longer understand the underlying code they're responsible for.

We're already here even. I know of a company that was doubling their Codex spend and hitting the cap week over week and finally they had enough and stopped increasing. Then they maxed out on credits and had a week of no Codex. A large percentage of the engineers loudly refused to work for the rest of the week. They were managing the Codex managing the codebase and were totally incapable of dealing with its output without it.