Curious what makes you think the money is well spent.

I can maybe digest the fact that it helped prototype and ship a bit more code in a shorter time frame... but does that warrant in enough new customers or a higher value product that would justify $100k a month?!

Probably 80% of that money goes towards product features that are crucial to retention and acquisition of customers, and the business is profitable. Could those features exist without AI integrations? Some yes, but the data would be limited/inferior, other features would not be possible at all.

The 20% spent on dev tooling seems well-spent. About 10 devs on the team, and all at least 2x (hard to measure exactly, but 2x seems conservative) more productive with these tools.

Some of that $100k/month might be powering the features, rather than supporting development.