> My view is they both have a clear use case for AI, because every business has a use case for more intelligence on tap.

They all do, but for small companies it won't be a benefit, it will be table stakes. It will also not increase revenue for them, it will reduce it because more competitors will be introduced, and customers won't be able to easily differentiate the true slop from the expert-guided and curated slop. The only alternative will be to become more of a slop shop, i.e. replace expensive programmers with cheaper AI, lowering your quality. Or to shut down.

For big companies who have always had terrible quality that didn't matter at all to their bottom line, of course it's a good investment. They can fire programmers. Do buybacks.