They are willing to tolerate it now, which is quite a switch up from the free for all we had a few weeks ago, and if they aren’t able to tie in this new ~$1500p/m cap to demonstrable productivity and revenue increases then that will be kneecapped even faster
There are plenty of expenses in this order of magnitude that are not tied to direct increases in productivity. I think it may become a serious hiring impediment for companies to be really skimpy on these budgets for example.
There was a time when some employees wanted 1000$ per month for rent, imagine that.
It's absolutely insane, 1500 * 12 is north of 17K dollars, I know that in Google outside of few specific cities and roles.
Getting a 17k bump in salary is good enough to switch, if I was being 17k extra I am more than willing to use my local qwen and hand code most if not all stuff.
Companies can pay for code review tools to make life easier but writing code with AI if it's 10-15% pay cut is just too much.
Everyone is happy right now because this money hasn't been a line item in your salary/benefits.
Imagine 10k yearly AI allowance, I will probably just ask to keep that money.
All the work I do if I was judicious I could do just as much with a 20$ spend or on a local model.
Few tasks need Mythos like models, and if your task does you are already doing too much with AI
Concern maybe elsewhere, but I like how we have gone full circle.
SpaceX expects to complete its $60 billion acquisition of AI coding startup Cursor roughly 30 days after it begins trading publicly, according to Bloomberg.
Cursor's Composer 2 model was built on Kimi K2.5, who were in turn accused of 'distillation' attacks by Anthropic.
Anthropic now relies on SpaceX for compute demands.
> I think the root cause is that Anthropic is capacity constrained so is having to make choices about the customers they want to serve and have chosen people who use Claude Code above other segments.
I think that's part of it, the other part is that OpenClaw is OpenAI IP now, and Anthropic want to allow users to ensloppify the internet through their own features now instead.
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