My point about layoffs is that with widespread AI adoption and without department-targeted layoffs, a company risks their AI spend disappearing into the void.

My point about layoffs is that with widespread AI adoption and without department-targeted layoffs, a company risks their AI spend disappearing into the void. Layoffs + access to AI forces most of that AI use to make up for the layoffs. Which is a pretty shitty way to burn your employees out... but it has a method. (Also, I'd say AI infra companies vs everyone else are apples to oranges. This point would be more applicable to a non-AI infra company that's paying for AI use rather than AI infra capital)