The Short Version
The claim is largely accurate. Google and Anthropic—both major software companies—have publicly stated that a majority of their new code is AI-generated (Google citing over 50% of weekly production check-ins, Anthropic citing 70-90% company-wide). However, these are self-reported figures from AI-focused firms, the metric typically refers to new code check-ins rather than entire codebases, and industry-wide averages remain well below 50%. The claim is true as stated but could easily be misread as an industry-wide trend.