I liked the take take, though it is put in perspective by the fact that he bought the "AI will revolutionize SW Engineering" story.
AI has enabled me to be more daring in my work and offered more difficult problems to tackle. It’s intoxicating, but also tiring. The productivity gains are real, but I wouldn’t put a multiplier on them. It all averages out around 20-25% individual productivity increase.
(from the first post on his blog)