the investor bull case in AI is to cannabalize the labor markets at 15% margin, so 1:1 labor:AI budget is where we are headed next - e.g. $100k/100k for a senior dev. The AI share will come out of dev budgets, so expect senior salaries to fall and team sizes to shrink by a lot if this stuff works. Remember we’re in the land grab phase, all subsidized by VCs, but we’re speed running through the stages as and this phase appears to be ending based on twitter VC sentiment. There’s only so many times you can raise another $500M for 9 months of operating cost at -100% gross margin.