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.