Using Anthropic in the comparison is obviously bullshit. That's like mentioning that a local construction company spends more on concrete and timber than on workers, but framing it as if they were spending more on power tools than on their employees

But even ignoring that: if AI was making Engineers 10x more productive (bear with me), wouldn't spending 2x the engineers salary on AI be the rational thing to do. In effect, what we are seeing here is a crude proxy for the benefit each company sees in AI. Whether that benefit is real or only in manager's heads is a different thing these numbers can't tell us