The discussion around token usage to me feels a bit odd in the expected ROI people expect should be received back.

If we think back to the time before LLMs, when companies piled on “intelligence” (i.e. people) did they ever get an immediate and commensurate expansion of revenue in return?

It seems to me more in reverse: a company grows revenue, and then uses that revenue to hire more people. The revenue comes before the deployment of intelligence.