Unfortunately not everything will cleanly show up in PnL, which is a function of the entire company’s processes.
If developers are shipping more code (and most of the enablement is in software right now) does that show up in top line? Maybe… if sales and marketing are also selling more, and product people are building the right thing, and…
It’s not a straight line from AI -> $$$
It can also be the case that it has zero impact on PnL, but is now necessary to operate a competitive business and keep up with competition.
> It’s not a straight line from AI -> $$$
That seems like it might be a bit of a problem for those frontier model CEOs who have been making exactly the opposite claims.
btw, shipping more code isn't necessary a good thing. If quality isn't controlled properly, it eventually shows up as negative in the top line.
With AI, keeping good quality gets even harder because it normally only produces tricky defects.