Telling people “use more ai” was always a profoundly stupid direction. “Ship more stuff faster, use AI if it helps, get paid the same” would be anti-labor but at least sensible.
If selling widgets the customer probably doesn’t care if you used a screwdriver or a drill. They just want their widget. Mandating drill usage is stupid.
That capex number in the article is a big part of it. $200 billion spent to generate $1-2 billion a month in revenue is wasteful, and people at the top are feeling the pressure to justify that expense.
Telling people “use more ai” was always a profoundly stupid direction. “Ship more stuff faster, use AI if it helps, get paid the same” would be anti-labor but at least sensible.
If selling widgets the customer probably doesn’t care if you used a screwdriver or a drill. They just want their widget. Mandating drill usage is stupid.
That capex number in the article is a big part of it. $200 billion spent to generate $1-2 billion a month in revenue is wasteful, and people at the top are feeling the pressure to justify that expense.
The people who need the line to keep going up rely on other smaller lines to always keep going up.