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by enahs-sf
34 days ago
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This was kind of my read as well. We are increasing our AI usage but not in a way that meaningfully affects our ability to deliver on our product roadmap, so the solution is to cut opex on people so we can devote more to compute. The last bit is obviously speculation but it doesn’t feel like a far leap. |
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Given the rapid progress in LLM capability in recent history, it's reasonable to expect that continues... at least to some degree.
Consequently, companies are going to need to continue to cut, and delaying those cuts will only leave them in a worse position.
Devil's advocate counterpoint: it's currently unclear where AI does and doesn't provide efficiency gains in a business, so some companies are making headcount reductions without knowing where they should target them