But how much ROI is there for large businesses with established products and huge development teams burning through tokens making subtle tweaks that can’t be directly tied to revenue?
That doesn't seem very likely.
The legacy of LLMs will live on in various models doing various specialist things (they seem like a really good progression on speech synthesis for example) but the current edifice will come crashing down and if we're very very very lucky they won't take the global economy with it.
Even though that is still faster than regularly writing code, I end up losing that nuanced knowledge that I get from going through documentation and writing it out by hand - actually doing the work. I just don't see it actually replacing developers unless managers are willing to produce MORE code with the SAME level of quality.
This is the big one. It's clear that AI can generate huge volumes of code by KLOC. It is not clear that spending a lot of money tokenmaxxing will eventually result in increased real revenue for software businesses, and eventually even an MBA has to look at a "money in vs money out" chart.