Earnings growth, cash flows and valuation.
Thats all the management at firms care about.
Sorry for all the dev's here who rant about productivity gains but forget what matters to who employs them in the first place!
Thats all the management at firms care about.
Sorry for all the dev's here who rant about productivity gains but forget what matters to who employs them in the first place!
There may be some localised productivity gains, but in many of these businesses cracks will appear over the next 6-12 months as an all-AI pipeline becomes unfeasibly expensive and there's no corresponding earnings growth.
These CEOs have no clue how their companies work. They're in the driving seat of a machine they don't understand, they've been sold corporate FSD, they've turned it on like kids playing with a shiny toy, and they're about to discover it's been oversold, underbudgeted, and doesn't work yet.
Just because they're in charge of multi billion dollar corporations doesn't mean that they don't get distracted by shiny baubles like a 3 year old or that they don't feel the pressure of being "cool" like a teenager. They're not LLMs.