AI Tokens or humans? The new debate reshaping corporate budgets

For the first time, enterprise technology costs roughly the same as people and CFOs are starting to openly make that comparison. CNBC's Deirdre Bosa talks with two CEOs at the center of that trade: Arvind Jain, CEO of Glean and Matan Grinberg, CEO of Factory AI, on how companies are starting to route work across multiple AI models to control costs, and what it signals about the labor and capital decisions reshaping corporate budgets.