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Analysis totally excludes enterprise customer demand and or paid API usage which will only increase as apps integrate this into future knowledge work workflows.
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Indeed, that is where the money is. Though enterprise is more focused on efficiently than retail and I'm not sure if they won't drift away from frontier models.

Depends on whether the frontier models can keep on offering better performance. The real efficiency is getting work done faster and better.

Compared to a $100k salary, a few hundred dollars a month is insignificant. If you can make the employee even just a few percent more efficient, it’s worth it.


> If you can make the employee even just a few percent more efficient, it’s worth it.

Are/were you in a position to make such decisions or it is a guess? I'm not but given certain evidence I doubt that few percent will cut it. I know some of the richest companies on the planet from SF Bay Area who won't give lunch for free to their engineers. So I'm not sure about "few percent" :-D 10x we were promised, now that is more interesting but we all know that 10x engineers is nonsense.


The cost of a full time knowledge worker in these companies is much, much, higher than the cost of a free lunch so there's more incentive here

How much efficiency is unlocked by providing free lunches? I was under the impression that was purely an expense.

On the other hand enterprises are gearing up to pay for shit like $99/user Agent 365, or paying for huge PTU reservations that go almost completely unused on weekends and holidays.



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