Assuming you are primarily selling software.

Situation a/ llm increase developer's productivity: you hire more developers as you cash profit. If you don't your competitor will.

b/ llm doesn't increase productivity, you keep cruising. You rejoice seeing some competitors lay off.

Reality shows dissonance with these only possible scenarios. Absurd decision making, a mistake? No mistake. Many tech companies are facing difficulties, they need to lose weight to remain profitable, and appease the shareholders demand for bigger margins.

How to do this without a backlash? Ai is replacing developers, Anthropic's CEO said engineers don't write code anymore, role obsolete in 6 months. It naturally makes sense we have to let some of them go. If the prophecy doesn't turn true, nobody ever get fired for buying IBM.