Thats a different discussion though.

But I do assume its not just adoption in the future its replacement and re-investment:

Right now a company can't invest in anything else than humans. A team has 5-10 members, the 5-20% of them are below avg or just avg. you were happy to have them for whatever reason like smaller tasks, easier tasks more repetitive tasks.

Now you can just replace them with AI Tokens.

The second driver of this, or why this will/is happening not just for something like a developer through coding agents: the agentic layer is coming. Which will eat tokens for breakfast, but will also replace humans.

Your HR system? Will have an Agentic layer by default. Your HR system will either respond automatically to you or with A2A to the ticket system. The ticket system will have an agentic layer. Your SEO tool? you will us the agentic layer to create camapaigns automatically. You migth give feedback but you will need less people and less skilled people if even.

And this will happen on every layer of your stack.