Holy misleading headlines Batman. They're not spending $3.4B on solely tokens for Anthropic are they? I don't think so...

If anything the CTO is just saying, we're blowing through token budgets way faster than expected as the uptake is so immense. I think that's right from what I've seen. Once people get it, they start using AI for everything. Obviously that's not going to be sustainable forever. I do think we're going to see a lot of adaptive routing in the future to cheaper models for more mundane tasks, whereas right now everything is getting routed to Opus regardless of real need.