The black bill that is coming that nobody is prepared for is that the value of a token varies greatly depending on the human. Companies will quickly find out its much better to give your top 10% engineers a lot more tokens and lay off your average engineers. The 10x engineer will become the 1000x engineer.

Wrote about this and the impact of to jobs here: https://x.com/deepwhitman/status/2058324179506831372