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Comment on Generative AI Is Having Its Herbalife Momentparent

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And its a quite insane thing to push, even if true - AI spend has outgrown wages (even in software) to such a degree, that basically if AI allowed companies to fire every human employee, they wouldn't be saving that much.

"Basically" is doing a lot of work there. What are the profit margins at FooCorp, and how much time and money is spent on messy human drama? If you could replace every human employee with AI, then you could fire the entire HR department and replace it with one AI "HR" that just spins up new AI employees like we do EC2 instances today. Since there are no more messy human resources to manage, anyway. Shutting down the entire department should boost profits by quite a bit!

Are you perhaps confounding inference purchased by clients with R&D and capex invested by frontier providers?

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