do you see this as a tool to increase productivity in a way that shareholders ask for leaner team or in a way that it creates more demand for products and devs?
Increased productivity usually leads to cutting team size instead of expanding scope. A lot easier to justify doing the same work you have been doing with less, as opposed to doing new work with the same number of people.
But since the question was asked about shareholders specifically, the guaranteed bottom line improvement is going to come from cutting labor and running leaner teams. That's where large corporations will go first.
That's the main idea behind developing such systems. It's telling execs: Hey, look, you are paying a lot of money to those pesky workers (i.e. developers) and we like that number. Give us a cut and we save you a lot of money. This is nothing new actually. Has happened over and over in other industries and is not really surprising. What happens is that a lot of added value that the developers were generating will be consolidated into the pockets of a few and the rest will be automated. They businesses cannot be upset about this because the ultimate goal of a business is not be your friend but to generate more money and one way is to reduce costs.
