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Comment by __alexs

11 hours ago

I don't think the unit economics are too terrible. Expensive, but not impossible.

200m knowledge workers in US and EU. Total salary around $15T/year.

$1T/year in token spending is about $5k/year per person. A big number, but not totally mad. That's the low end for office space per person for example. Probably close to the existing SaaS spend per person for a lot of roles.

We are still early in the deployment cycle for these tools so I would expect them to get better and also cheaper too.