People really aren't going to like this, but OP is directionally correct.
At 100 dev shop size you're likely to have plenty of junior and middling devs, for whom tools like CC will act as a net negative in the short-mid term (mostly by slowing down your top devs who have to shovel the shit that CC pushes out at pace and that junior/mids can't or don't catch). Your top devs (likely somewhere around 1/5 of your workforce) will deliver 80% of the benefit of something like CC.
We're not hiring junior or even early-mid devs since around Mar/Apr. These days they cost $200/mo + $X in API spend. There's a shift in the mind-work of how "dev" is being approached. It's.. alarming, but it's happening.