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.