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The Synthesis's avatar

The perception gap scales up. That same self-reported confidence the METR study just inverted is the load-bearing assumption under $725 billion in committed hyperscaler capex. Nobody writes $10 billion checks against a measured 19% slowdown. They write them against the feeling of acceleration, which the study shows is exactly the part not worth trusting. Salesforce is the vendor-side version of the trap: best AI metrics it has ever posted, 20 trillion tokens served, stock down 33% on the year. Real usage, real tokens, value that keeps refusing to land where anyone forecast it.

Rajveer Kapoor's avatar

The 'load-bearing assumption' framing is exactly right, the METR data shows that developer self-assessment breaks down most severely where we would trust it most. What makes this tricky is that experienced engineers are not wrong that they feel faster; subjective fluency and objective throughput have just decoupled. Any team evaluating AI tooling on survey data alone is measuring the wrong variable.

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