The equation is fairly straightforward: Competent employees x AI tokens = Accelerating business & market share gain Incompetent employees x AI tokens = slop Companies are now realizing they have a lot of shitty employees. They aren’t going to permanently cut spend on tokens. They can’t afford to because of game theory. So instead they will fire the employees they believe are incompetent to make room for higher token budgets for those that are competent. Lots of orgs however have a managerial class that doesn’t optimize for share gain and winning in general. Thats fine. A wave of startups and existing platforms who can effectively leverage AI to expand scope of their business will crush the incompetent at a rate that will leave analysts and managers dizzy. Change is coming. Fast. And reflexively the faster the change the higher the panic the lower the ROI threshold the more revenue and capital accrues to the labs the faster the models improve. And so on.