I mean obviously everything being equal, a firm with 10x more developers might spend 10x. But why is that noteworthy, and why does that enter the estimation of

I mean obviously everything being equal, a firm with 10x more developers might spend 10x. But why is that noteworthy, and why does that enter the estimation of how large the industry is? It might enter the calculation of how much pricing leverage openAI and anthropic might have, but that's not what he actually said, he talked about the industry size.