If every engineer is 10-100x more productive with AI, and one company slashes its workforce to maintain the same level of productivity at reduced cost, it will lose out to its competitor who retains the same workforce and does far more with it.

Right now, the vibe at my company is not “we can save so much money with AI” it’s “here’s an infinite budget, use all the tokens you can to expand our moat because we’ve never been more sensitive to competitive disruption than we are now”