You're thinking about this at the wrong level. This org has made the decision to be AI-native. They aren't A/B testing being AI-native vs not being AI-native. That's the kind of thing "the market" does; if a company's markup is higher than another's it can attract more investment or its equity can trade for higher pricing on public markets.
I don't think it makes sense to A/B test "AI-native" vs other regimes of development unless you are a large, decentralized company like an F5 company or a Big Tech. How will a team of 25 (the size of the company if you read the thread) have enough output to even A/B test the difference?
It was the article that used metrics related to engineering velocity as evidence of success. It makes sense to ask how this is impacting their business metrics. The company is not in the business of shipping more code. I don’t see how asking how this ties back to core business results is thinking about it at the wrong level.