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ssivark 4 hours ago

It'll get paid from revenue, not by redirecting employee salaries. All that AI+compute is literally what customers pay Anthropic for.

Big AI labs are not software companies where payroll dominates expenses. They're capex-heavy industrial entities; it just so happens that the "machines" (whose output they sell) are nominally the same category as the devices that their knowledge worker employees use on their desks.