You could only conclude that if they would have dropped LLMs completely. It just means they see the benefit/cost optimum at a lower point than 100k/programmer.
I also doubt a longterm 2x multiplier for most developers.
I also doubt a longterm 2x multiplier for most developers.
It’s a contrived example, but to me it’s not improbable that a lot of the spend comes from tokens that are used very inefficiently. After all developers were pushed to try using LLMs without looking at costs.
I’m not saying the others are wrong, just that you can only tell something about marginal cost effectiveness, not total cost effectiveness of LLMs by measures to reduce AI spending