it may be hard to measure, but it's definitely helping everyone who uses it to be more productive in certain aspects of their work. that's clear to me.

but it might be, say, 20% more productive in 20% of your workday, or 1000% more productive 2 days per month (the days when that perfect dream spec hits your desk that you can just paste into claude and get a slick working system back), which works out to just 4% more productive overall, or whatever, which is hard to measure with all the noise.

in the end companies will pay for these tools because their employees will be demanding them, same as they demand other things that make their workday more pleasant - email, coffee, air conditioning, a conveniently located office, etc.

that said, I see the intelligence itself being rapidly commodified/free. the companies that extract rent in the sector will be the ones that effectively bundle and sell corporate-friendly features with the core intelligence - compliance, tracking, productivity, systems integration, authentication, etc. etc. etc. Which is a competency companies like Salesforce, Microsoft, Google already possess, so they are likely to win. Plus a weird Euro variant of course.