A pattern is emerging, and it's not pretty. Companies are pouring money into AI with no way to connect the spend to actual results, and when the bill comes, the response isn't to fix the tracking; it's to cut headcount.
Uber's COO can't tie their AI investment to a single consumer feature. Microsoft canceled licenses because token costs spiraled out of control. The layoffs happening right now aren't because AI replaced the work.
Blind spending on AI is the problem. With the right cost tracking and optimization loop, agents can absolutely pull their weight. But you have to be able to see what's happening first.