The usage of LLMs is continuing to increase ~exponentially. I'm going to bet on that rather than some half-baked scenario analysis that only takes into account one scenario and assigns a 100% probability to it.
I would like a source for that statement. Additionally, I want to know by who? Because it certainly isn't end users. Inflating token usage doesn't make it any more economically viable if your user base, b2b or not, hasn't increased with it. On the contrary, that is a worse scenario for providers.
1. As a consultant pretty much every company I have worked with in the last 2 years are doing some kind of in-house "AI Revolution", I'm talking making "AI Taskforce" teams, having weekly internal "AI meetings" and pushing AI everywhere and to everyone. Small companies, SMEs and huge companies. From my observation it is mainly due to C-level being obsessed by the idea that AI will replace/uplift people and revenue will grow by either replacing people or launching features 10x quicker.
2. Did you see software job-boards recently? 9/10 (real) job listings are to do with AI. Either it is fully AI company (99% thin wrapper over Anthropic/OpenAI APIs) or some other SME that needs some AI implementations done. It is truly a breath of fresh air to work for companies that have nothing to do with AI.
The biggest laugh/cry for me are those thin wrappers that go down overnight - think all the "create your website" companies that are now completely useless since Ahtropic cut the middleman and created their own version of exactly that.
I know plenty of engineers being forced to use these tools whether they want to or not. A lot of which are okay with using AI liberally, but don't particularly like generative AI and see it as pretty irresponsible (which feels more true by the week and it is clear from first hand experience). I don't know, there is a huge gradient of users, but I would argue that in previous revolutionary technologies, we didn't have to force people to use a good tool. I didn't have to be forced to use Google search or Google Maps, tech that is now ubiquitous with western society. It seems really suspect that suits have to enforce the use of something that is supposed to change the way we work and be a force multiplier.
C-level strongly believes that AI will fix all these issues. They believe that AI will fix their broken processes.
I see strong resemblance with "Agile Development" ~15 years ago. Extremely hyped, noone asked if their org even is a fit for it or need it, and most importantly - the only way to fix agile is to do more agile. Same with AI right now.
The recent enterprise revenue numbers of Anthropic