Comment by bartread

> In the short-run, from what I see, firms are trying to play-up the operational efficiency gains they have achieved.

The thing is all of this is getting priced in, and will be table stakes for any business, so I don't see it as a big factor in future success.

As I've said here, LinkedIn, and one a few other places, the businesses that will succeed with AI will be those who can use it to add/create value. They will outcompete and out-succeed businesses that can't move beyond cost cutting with AI[0].

[0] Which might not last forever anyway. Granted there are a decent number of players in the market, thankfully, but this wouldn't be the first time tech companies had hooked large numbers of individuals and businesses on a service and then jacked up the prices once they'd captured enough of the market. It's still very much in the SV and PE playbook. SolarWinds is a recent example of the latter.