Field notes from Xiaomi, DJI, Huawei: AI gives most staff just ~50% gains

dotey · x · 2026-10-15

Citing Fchollet's point that 'intelligence is never the bottleneck — iterated contact with reality is', the author shares observations from visiting Xiaomi, DJI, Huawei and chip-supply-chain firms: AI boosts most employees' productivity only 50%, with rare 'super individuals' hitting 10x-100x on prototypes. Agentic coding/research tasks work, but fully autonomous agent swarms struggle in manufacturing — physical, cost, path-dependency and organizational constraints resist distillation into skills, so pass@k stays low. Failed trajectories are hard to reuse and RL environments are prohibitively expensive to build. The contrast: people in formalizable domains (math, theory, security) feel most threatened, since AI excels at enumerable 'cleverness' where verification is cheap — the gap between raw intelligence and learning through real-world interaction.

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