The people you hire this year. There is no other supply. Cutting junior intake because the agent writes junior-tier code is a decision that looks free for six years, and six years is exactly how long it takes to become impossible to fix quickly.
If your argument for hiring juniors is that you need the code they produce, you have already lost that argument. Do not make it.
You cancelled a subscription to the left-hand box. The invoice for the right-hand box arrives separately.
Steady state: a bench of 400. Argue with any number you like. The shape below does not change for any lead time over four years, which is every version of this anyone has proposed.
You can make the six years better. You cannot make them shorter, because what is being built is calibrated instinct, and that is built out of reps.
One headcount decision. One quarter. Reversible on paper at any time, at no cost.
Six years of salary before the first return. Started in a year when the bench is already thin and everyone is busy.
There is no signal in between. Six years of flat metrics is exactly what a correct decision and a catastrophic one both look like. You will not get evidence in time to act on it, so you have to decide this on structure rather than on data.
Visible. Has a name, a backlog, an owner, and a budget line. Everyone agrees it exists.
Invisible. Every dashboard is green: tests pass, velocity is up, the code is clean. Nothing measures whether a human still understands it.
Company B did not spend more. It spent about thirty minutes a week per junior, and it kept paying salaries that Company A stopped paying. That is the entire difference.
Notice that both ways I could be wrong argue for waiting to cut, not for cutting now. The cut is the irreversible move.
Grading the review instead of the code puts your scarcest person's attention on the only thing that transfers, and costs them a quarter of what it used to.
# every pull request carries this, written by a human comprehension: does: what this change does to the system, one sentence seam: where it enters -> where it leaves policy: the rule this obeys | CHARTER-GAP falsifier: the case that would make this wrong covered by: a test | NONE
tacoda.dev/comprehension-standard
tacoda.dev/reverse-review
People optimize what you count. Right now most orgs count the half the machine does better.
per week, reviewing the agent
per week, grading the review
PR template, one CI gate, a written bar
One senior hire in a market where nobody has been making seniors for six years. That is the alternative you are choosing between, and it is not close.
The agent took the output, not the apprenticeship. Keep hiring, change what the first six years are for, and count the thing the machine cannot do. The cut is the only move here that you cannot take back.