Once the dust settles around AI, I agree with you. Unless we think the collective company's backlogs are going to stop being infinite, then any extra productivi

Once the dust settles around AI, I agree with you. Unless we think the collective company's backlogs are going to stop being infinite, then any extra productivity that can be gained will be gained. With that said, I think AI is just cover for the current set of layoffs. Companies are still right sizing from the pandemic/ZIRP over-hiring. Additionally, while none will say it at the risk of angering the administration, the economic uncertainty based on how someone is feeling day to day means companies want to derisk.