I’m not sure what this “stat” tells us other than Anthropic is dogfooding its own tech. Which is kinda expected.

The real question is what could they have done with open weight models on the same compute they’re renting. If the answer is “basically the same” then this flips the entire conversion back to what is Anthropic’s moat here.

I mean, they probably could not have done most of it with open models. Again, a lot of this isn't going to standard software development, at least I would assume but instead to SOTA model development and RSI.