That’s the new paradigm the AI companies are selling. Their claim is that they will be able to eliminate a lot of the need for human labor that currently exists. If that were to actually happen then investors would have to adjust how they evaluate growth of the companies they invest into. The number of employees has always been just a lazy metric that companies learned to game anyways. This can easily end up being swapped for a different superficial metric like the number of LLM tokens the companies are consuming.