If AI writes 90% of code, does that mean 90% fewer devs?

Anthropic CEO: “AI will write ~90% of code in 6 months.”

If that’s true (and ignoring “vibe coding” by non-devs—this is about real AI coding by engineers ), what happens next?

• 90% more code, same devs (Jevons paradox): cheaper code → bigger roadmaps, more experiments. Devs shift to design, review, integration, security.
• 90% fewer devs, same code: some orgs bank savings → risk of slower discovery & thin teams.
•	More code + more devs: hypergrowth eats efficiency, scope expands faster than AI’s gains.
•	Same amount of code, but better code: AI drives refactors, tests, reliability—quality > quantity.

My bet: Jevons wins → way more software, but roughly the same headcount (roles evolve toward shaping, integration & governance).