Our position

Cheap generation does not remove cost; it rebills it downstream.

When generation costs nothing, the bill moves downstream to acceptance, integration, review and ownership — and usually gets bigger. Budget the gap, not the headcount.

Everyone says

AI saves money by cutting developer headcount.

We think

Headcount is the cheapest input; the real cost lands downstream in acceptance, integration and ownership.

What we’ve observed

  • Gartner projects ~30% of GenAI projects abandoned after PoC; the downstream slowdown is rarely budgeted.

Confidence: Observed

Built on

Where this shows up