[josefritzishere]

I have a feeling it's not going to be magic and will obey the laws of Supply and Demand like all other tech products; further that it's hugely over valued and is going to crash like a meteor before it's over. But we'll all find out together, right?

[zoogeny]

Yes, right now all we have are vibes/feelings. My point was that one benefit of the hype and the "CEO psychosis" is that we'll find out together fast. Uber, and companies like it, have the money to take the kind of risk that accelerates learning.

And the first data point is in your favor, kind of. I mean, Uber engineers were sufficiently incentivized to use the tokens they were given. It isn't easy to determine what the exact motivation was. What might result from this latest round of CEO backtracking is either relief (don't have to pretend to use AI anymore) or frustration (upset at a useful tool being taken away).

There are two possible stories here. One, they forced everyone to use AI and didn't get enough benefit to justify the cost. Two, they gave the opportunity to their employees to use unlimited AI and those employees jumped at the chance with a vigor that management didn't expect.

All we really know is that value per token must have been low enough to cause this change.