> +20% speed for +20% spend isn't going to motivate a trillion dollars a year in spending.
Except that if your company go 20% faster than the others companies, you win market shares. But then, everyone will use the same tools and companies will be at even speed, but the tool will stay.
Now...if the market is saturated, it's useless to try to do things faster. Cheaper yes, but not faster.
Pretty much all major tech companies today are horribly bloated and mostly metastasizing instead of innovating. I'm not sure how 20% increased productivity will help in any way with that. If anything, it might accelerate enshittification and turn potential customers off even more.