To refine that even further, he doesn't appear to imply that the dev isn't WORKING hard enough, only that they're not being OPTIMALLY PRODUCTIVE.

What he's trying to do, really is float and normalize the concept of baking tokens into HR math in terms of a "golden ratio"... which happens to be 2:1.

So, when a company goes all in on ai, and they cut thier workforce in half, they'll need to add in 50% for tokens. 50% of the original staff, at a new 150% cost, puts the company at 75% pre ai workforce cost. This is the "guidelines" they're trying to normalize.