My argument is they are different groups of people with completely different incentive structures, so of course they will be different. You're acting like Microsoft is failing because they use AI, not because they have management forcing the use of AI.

I'm definitely not an "AI is going to write all the code" kind of person, but LLMs are definitely a useful tool for prototyping and other development processes. A project with a "No AI" rule is not inherently better than a project that uses AI as a tool.