I wouldn't say it's "interesting", rather that it's a natural result of incentive structures. If the AI labs try to sell their product as being good at finding bugs, then their expected valuation is the entire market cap of the existing static analysis industry, which is not very high. If they instead sell their product as being good at writing software, then their expected valuation is the "market cap" of the code-writing industry, a.k.a. the total spent on software development labor, which is very high. It doesn't matter what's true, only what promises to make them the most money.
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