> You underestimate what these models cost. Uber's budget is $1,500/dev/month

$1,500/month needs to be contextualised against the fully-loaded cost of a software engineer. Uber's average TC for a US-based software engineer is around $350k, the fully-loaded cost is going to be in the $450k-$500k range. So we're talking around $38k/month for a software engineer.

$1,500/month isn't even a drop in the bucket. If LLM use lets them shave just one person off a team, that pays for tokens for the next 25 engineers.