

It will. But if you frame it as wage, it’s giving everyone a 1.5c/h pay rise to watch them. Many companies would take that. And that’s not considering the local models that are essentially free. Again I don’t think most are doing it.
And you’re right the paperwork and actually getting something built and installed and working across a company would be a massive hurdle. I’m just saying price isn’t really. Especially if they’re a company already paying for AI in some way.
Not posting this to defend them but because the nuance matters to understanding what is happening better.
The $80.7 billion loss looks huge, but most of it isn’t straight cash, about $72 billion is a paper charge. Anthropic issued bonds that can turn into shares. This means they get more valuable as the company does, and Anthropic has to count that rise as a loss. So it’s actually a case of the loss being “higher” the more the company is valued.
The actual reported operating loss in all 2025 was around $8.1 billion on $4.6 billion of revenue, with Anthropic saying it’s now profitable on an adjusted basis, though the adjustment is their own way of counting and what will be under scrutiny.