Anthropic's internal AI use, at retail prices, now exceeds its employee pay

Anthropic’s internal AI use, at retail prices, now exceeds its employee pay

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Here’s a remarkable milestone in the AI revolution: Anthropic now spends more on internal AI usage than it does paying employees.

这是人工智能革命中的一个非凡里程碑：Anthropic 目前在内部人工智能使用上的支出已经超过了员工薪酬支出。

The company revealed this in its IPO filing. In April, the value of Claude AI used internally, calculated at prices Anthropic charges customers, exceeded its monthly employee compensation costs, excluding stock awards.

该公司在首次公开募股（IPO）文件中披露了这一点。四月份，按照 Anthropic 向客户收取的费用计算，其内部使用的 Claude AI 价值超过了其每月的员工薪酬成本（不含股票奖励）。

By September, that internal AI usage had surged more than 250-fold since January.

到九月份，其内部人工智能的使用量已较一月份激增了超过 250 倍。

There’s an important distinction here. Anthropic isn’t actually spending more cash on AI than salaries. It’s valuing its internal AI consumption at retail prices.

这里有一个重要的区别。Anthropic 实际上在人工智能上的现金支出并没有超过薪资支出。它只是以零售价格来评估其内部人工智能的消耗量。

Still, this feels like a watershed moment for the tech industry.

尽管如此，这对于科技行业来说似乎是一个分水岭时刻。

In March, I wrote about a new trend: Tech companies are starting to treat AI tokens (the main way to measure usage) as a fourth component of employee compensation, alongside salary, bonuses, and stock awards.

三月份，我曾写过一种新趋势：科技公司开始将人工智能 Token（衡量使用量的主要方式）视为员工薪酬的第四个组成部分，与工资、奖金和股票奖励并列。

Anthropic’s numbers show why. More than 90% of the code added to its software in September was written by Claude. Meanwhile, revenue has grown vastly faster than headcount.

Anthropic 的数据说明了原因。九月份其软件中新增的代码有超过 90% 是由 Claude 编写的。与此同时，其收入的增长速度远超员工人数的增长。

For decades, talented humans were the most valuable resource in Silicon Valley. Now AI is challenging that assumption.

几十年来，人才一直是硅谷最宝贵的资源。现在，人工智能正在挑战这一假设。

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