A quick sample from my app right now:

“Authentic Caribbean Flavours. Jerk Chicken, Curry Goat, and more. A vibrant culinary journey awaits.” - local Caribbean place

“Customisable burgers with 250,000+ toppings. Hand-cut fries and rich milkshakes await.” - Five Guys

“Authentic Indian cuisine bursting with rich flavours. Perfect for late-night cravings” - local Indian

Everything is Authentic, or Rich, or whatever.

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They’re investing in the wrong bits of AI. I’m sure they’re AB testing these soulless often inaccurate blurbs but I just cannot see how investing money into them actually sells more product.

On the other hand, if they had a coherent product vision, and trusted their engineers to use AI how they see fit, then I’m sure they would be more successful, and it would be cheaper.

Probably 5k-6k hires in the department, at say $350k/employee costs, is $2.1B which still leaves a ton of extra costs somewhere. Are they sending $1B to Anthropic?

Weird and uninformetive article.

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.