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100 SWEs running Claude Code generating 400mn tokens/mo = 400mn * $25/mn = $10,000/mo of revenue for Anthropic

10 SWEs running Claude Code generating 400mn tokens/mo = 400mn * $25/mn = $10,000/mo of revenue for Anthropic

If AI can make 10 engineers a productive as 100, then AI companies bank at least the same revenue.

But AI companies would want more engineers generating more tokens.

In this case, Anthropic would want 100 SWEs generating 100,000/mo of revenue. Replacing the very headcount that is responsible for token usage would hurt company growth.

Not to mention what happens when companies start doing this recursively. 100 SWE -> 10 SWE, 100 slack/gmail/notion/etc. subscriptions become 10.

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