[presbyterian]

"A lot of people use this tool" and "this tool is productive and useful" don't necessarily track. People do and use all kinds of things that aren't actually useful, they just feel useful, and I think that's the argument most AI critics would make.

[JohnMakin]

Companies don’t generally torch money on things that don’t improve their bottom line at a scale like this. Yes you can point to saas bloat and crappy tools like jira, but this isn’t some trend thing anymore. I know because I’ve been personally seeing it play out.

There was an argument to be made that bigger companies with skin in the game were and are making a bigger deal than they should have about how useful it is, but enterprise is growing way, way beyond those companies and it can’t really be easily explained away.

Like this:

> And really, why do these capacity constraints not seem to have any effect on its revenue growth?

Is either absolute obtuseness on purpose, or completely dishonest. Obviously the answer is people find it worth the spend even with the capacity issues. What other answer could there be? To ed, he will say they are simply lying about their revenue and doing accounting tricks, which is a crazy claim to make with no evidence.