That being said, I do think that we're going to see a variety of models here as we basically work out how to apply intelligence in companies that have differing degrees of fluency with AI. Look at Shopify, the chief operating officer Jess Hertz describes a healthy return on AI spending that she feels good about. She says engineers should be able to use the best models for the circumstances, and she monitors spending along the way. And she distinguishes adoption from impacts. Shopify's head count has been flat, right? They they sort of deferred hiring for uh about 2
That being said, I do think that we're going to see a variety of models here as we basically work out how to apply intelligence in companies that have differing degrees of fluency with AI.