OTOH "$105 million to Claude Code over a 28-day timeframe"
$1.4B/year is not a small number, even at Meta's scale, when it's money going to a competitor
It's a small number if it generates +$14B in revenue.
From what I could see these numbers would usually be hit by people doing vast amounts of analysis over files, they would usually rock up tokens very fast. Then you combine this with the selection of Opus models which are much more expensive internally than GPT ones and the limit gets reached quite quickly.