AI革命中出现了一个引人注目的里程碑：Anthropic现在在内部AI使用上的支出超过了员工薪酬。该公司在其IPO文件中披露了这一情况。
Here's a remarkable milestone in the AI revolution: Anthropic now spends more on internal AI usage than it does paying employees. The company revealed this in its IPO filing.
4月，按Anthropic向客户收取的价格计算，内部使用的Claude AI价值超过了其每月员工薪酬成本（不包括股票奖励）。到9月，该内部AI使用量自1月以来激增了250多倍。这里有一个重要的区别。
In April, the value of Claude AI used internally, calculated at prices Anthropic charges customers, exceeded its monthly employee compensation costs, excluding stock awards. By September, that internal AI usage had surged more than 250-fold since January. There's an important distinction here.
Anthropic实际上并没有在AI上花费比薪资更多的现金。它是按零售价格对其内部AI消费进行估值。不过，这仍然感觉是科技行业的一个分水岭时刻。
Anthropic isn't actually spending more cash on AI than salaries. It's valuing its internal AI consumption at retail prices. Still, this feels like a watershed moment for the tech industry.
3月，我写到了一个新趋势：科技公司开始将AI代币（衡量使用量的主要方式）视为员工薪酬的第四个组成部分，与薪资、奖金和股票奖励并列。Anthropic的数字说明了原因。
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. Anthropic's numbers show why.
9月，添加到其软件中的代码中，超过90%是由Claude编写的。与此同时，收入增长速度远快于员工人数。几十年来，有才华的人类一直是硅谷最宝贵的资源。现在AI正在挑战这一假设。
More than 90% of the code added to its software in September was written by Claude. Meanwhile, revenue has grown vastly faster than headcount. For decades, talented humans were the most valuable resource in Silicon Valley. Now AI is challenging that assumption. here.
here. Reach out to me via email at abarr@businessinsider.com
Reach out to me via email at abarr@businessinsider.com