The problem with HN is that everyone here thinks like an engineer, not like a business owner.
$10k a month on tokens is just not that much when you're already making $2M per engineer. If their productivity has increased even 10% then the spend was well worth it.
Case in point, Meta made 33% more revenue this earnings report. Now you can nitpick and ask for attribution down to the dollar, but macro trends speak for themselves.
Go look up a multi-year chart of their revenue and find the inflection point where the AI made it go up faster (there isn't). In fact revenue growth used to be higher pre-2023.
They were also a lot smaller pre-2023, 33% growth for a company of their size is simply insane. It is entirely likely that 33% simply wouldn't have happened without AI.
> I genuinely challenge someone spending $5-$10k a month to demonstrate how that turns into $50-$100k in value.