> as soon as AI companies aren't able to subsidize anymore, we will see a renaissance of IT consulting I think the price that LLMs have to get to for companies

> as soon as AI companies aren't able to subsidize anymore, we will see a renaissance of IT consulting I think the price that LLMs have to get to for companies to return to paying consulting rates is much higher than you think. Claude Code at $2000/month is roughly one day of a top consultant's rate. (And this omits the possibility of companies make it a capex by hosting open source models)