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The winner in all of this AI token spend isn’t: 1. More revenue growth 2. Less OpEx It’s: 1. Leisure time - go home early, work on a side gig, play video games etc etc etc My suspicion is that people are using blower token budgets to do their job in less time. Not so more work in the same time. This may change but humans are not motivated to do more work and see upside accrue to a few. Take this to the bank as Wall Street starts demanding specific data about AI enhancements over these next 18 months.