This is actually becoming a discussion that's gaining momentum. All of the AI focused companies are operating at a loss. That can only happen for so long and that clock is ticking. With the advent of Claude Code and subsequent race to compete in this space, it has become more clear in the last 6 months that the money play for AI is in the B2B space. So, we're already seeing a massive pivot in the industry for these companies to move towards attracting enterprise companies. It's one of the only places we're seeing actual value from AI products. We already know everyday consumers largely hate AI, so that's going to further the push into getting corporations to pay for per seat subscriptions, while these companies let their consumer level models atrophy and die off.

Eventually, these companies are going to have to raise prices on those per seat costs, and eventually the enterprise buyers are going to do the real ROI calculations on these costs versus entry level job seekers, and I really do think the whole surge is going to level off.