> Some FAANGs are doing amazing things with unlimited tokens. Others have no clue what to do with tokens.

Unlimited tokens is different from “use AI a lot or we will fire you, and we are counting token consumption as usage”. Obviously the latter is stupid and yet it was done in many places.

I'm not convinced it actually was done in many places, although I understand why in a bad job market people don't trust that it isn't happening in secret. Every time I've heard of a token leaderboard or such it's come with a denial that the company is using it as an employee performance metric.