Without getting into the specific numbers, this underlying concept and trend is going to be very real. For any worker who is able to wield AI agents effectively in an organization, their compute budgets are just going to monotonically go up over time. This will of course start in engineering, where we already know developers can run multiple agents in parallel, or have projects going over night. But this eventually hit the rest of knowledge work as well. Lawyers that can create and review more drafts, marketed that can build more campaigns and test more ideals in parallel, sales reps that can reach out to more customers and process more leads. Many of these activities will essentially be token-dependent in how much work a single person can do. These aren’t chatbot workflows answering a simple question, but agents that are running and processing through incredible amounts of data at scale, and generating all new forms of information. Companies will have to figure out how they budget for this, and it likely won’t be an IT budget item over time, but ultimately owned and allocated by the business. Maybe the CFO is ultimately the head of AI :-).