AI is the Bubble? Anthropic’s Numbers Make Old Tech Look Bloated
Anthropic’s revenue per employee dwarfs Pinterest, DocuSign and Zoom. The bigger risk may be old software’s pricing power as AI platforms take on more work.
A KV cache, or key-value cache, speeds up autoregressive transformer inference by storing attention information calculated for tokens that have already been processed. Without the cache, the model would recompute those keys and values each time it generates another token. Reusing them reduces repeated work and improves response latency, especially for long prompts and outputs. The tradeoff is memory: cache size grows with sequence length, batch size, layer count, and model dimensions. Production systems manage this cost with paging, quantization, eviction, prompt caching, and request scheduling. KV caching changes inference efficiency, not the model’s learned knowledge, and cached data must be protected when prompts contain sensitive information.
Anthropic’s revenue per employee dwarfs Pinterest, DocuSign and Zoom. The bigger risk may be old software’s pricing power as AI platforms take on more work.
Anthropic’s IPO filing puts Dario Amodei’s 2025 security bill at $2.75 million, about 4.2x his salary. Daniela Amodei’s protection cost another $1.29 million.
OpenAI will pool ChatGPT and Codex usage on Plus, Pro and Business plans in December. Instant chat is exempt, with credits available for eligible features.
OpenAI has about $11 billion in commitments against an original $30 billion goal, WSJ reports. Its revised $20 billion round remains open.
House Democrats want Trump’s AI conversations preserved after reports he consulted Grok about Venezuela, raising questions about military advice and oversight.
Some employers are restoring roles after AI-led cuts as experience, oversight and the work outside a job description prove harder to replace.
Google ran Gemma 4 on an orbiting TPU and received a haiku back. The Suncatcher test now moves toward radiation, heat and networking challenges.
Recall Foundation plans to burn 358.6 million RECALL as it winds down. Token holders will receive no buyback or treasury distribution.
Some Amazon engineers reportedly ran unnecessary AI tasks to climb usage rankings. The company is warning against turning token consumption into a target.
FOMAT means Fear of Missing Agent Time: the pressure to keep coding agents working while you step away. More runtime does not always mean more progress.