Eh. The implicit claim is the same as everywhere, namely that that $100k/dev/year of AI opex is an enormous bargain over going up two orders of magnitude in cap

Eh. The implicit claim is the same as everywhere, namely that that $100k/dev/year of AI opex is an enormous bargain over going up two orders of magnitude in capex to pay for the same output from a year's worth of a team. But now that Section 174's back and clearly set to stay for a good long while, it makes sense to see this line of discourse come along.