The paper has some insights that may apply to AI coding: 1. The first companies that benefitted from the Dynamo were electrical light manufacturers. They were more intimately aware of the potential benefits and since they were new, they built the factories to take advantage of Dynamos. Think who is benefiting most from AI coding these days.
2. Existing manufacturing operations didn't realize that their factory layouts and processes were unsuitable for Dynamos. They would replace the power source but see no benefit from it. It took many years for old pipelines to depreciate and be replaced with new ones that were able to benefit from distributed mechanical power generation.