What he means is the customers realizing they are spending too much on Anthropic.

I just finished talking to a dev manager friend of mine at a household name company.

He told me they are massively pulling back on the AI stuff.

Right now the lashback is about cost, because that's the most easily measured pain point.

Soon, we'll start seeing a deeper understanding of the quality issues. At that point, it's likely this whole experiment gets firmly put in a bin of the toolbox where it belongs.

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icedchai 18 hours ago | parent [-]

I know people at medium size companies where they are tracking AI costs very carefully. They are pulling back to levels under $100/week in AI spend per engineer, encouraging use of lower quality, lower cost models, etc.

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vidarh 18 hours ago | parent | next [-]

You can run models near 24/7 per developers at that price with judicious choice of subscriptions, so that's not really saying much.

Most people don't yet have mature enough setups to fully exploit that level of use.

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icedchai 17 hours ago | parent [-]

With open models, perhaps. But $100/week isn't going to get you 24/7 use of Claude Sonnet.

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vidarh 15 hours ago | parent [-]

$100/week will get you both a higher tier of Claude and significantly more tokens with GLM5.1 or Kimi, both of which are competitive in a decent harness (for Kimi that means their own CLI - it works well in that, but has a lot of quirks that requires special treatment). Just slightly more will get you all three.

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mitjam 8 hours ago | parent [-]

Enterprise accounts pay per token.

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vidarh 5 hours ago | parent [-]

Of all the companies I've done work for over the last couple of years, only one have used an enterprise account.

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decimalenough 18 hours ago | parent | prev [-]

I don't doubt you, but $100 is approximately the cost to company of one hour of dev time. If companies end up being willing to spend only 2% of their dev budget on AI, this bubble is not going to last long.

	▲	icedchai 17 hours ago \| parent [-]
		I agree. $100/week is absurdly low if you want to allow for any real experimentation and productive use of these tools.