AI has got to the point where it can see and count what we need for us with greater accuracy, in our tests, than our very best humans

… We also realized that a project we thought was going to involve thousands of man-hours of very expensive, senior draftsperson labor to backport a feature into decades of CAD files we could, after years of procrastination, just forget! AI has got to the point where it can see and count what we need for us with greater accuracy, in our tests, than our very best humans, so we can just make the change going forward and let AI read the old files as needed. There's incremental commercial adoption of that nature that I'm sure is happening slowly across the corporate spectrum, and that kind of thing is durable demand, not a bubble. …