I disagree. I work at a very large international corporation. How much revenue do you think we’ve seen due to AI? I’d guess it’s zero. I know for the groups whose finances I see, it’s zero. Yet costs have gone way up. There’s a bunch of new code, but not anything customers are going to pay more for.

And either way no AI basically puts you back to where we were last year. US employees have always been far more productive, that’s nothing new.