Does anyone have strong thoughts on this? There is this strange information cascade that is happening: everyone's spending on tokens because everyone else is spending on tokens, assuming somebody upstream did the math. I'm a bit skeptical on this 'agents run freely are creating huge value for us'. We have 1,000+ engineers and ...it's not always clear. There are some actions you can take that can cost $1 or $100 and you just don't know, and the ROI could be wildly positive or negative and require a bunch of cleanup. And the clean up matters if you're pushing to actual safety systems, which is most physical AI. We're definitely in this weird time period where the cost controls and ROI are all over the place and few people up and down the stack have incentive to rein it in.