Comment by pier25
1 day ago
Yeah I'll believe it when I see it. Revenue is increasing but so are their costs.
Back in 2024 their CEO claimed training costs would rise to $10-100B in the next years.
https://www.tomshardware.com/tech-industry/artificial-intell...
thats not that far off. Costs like $100Ms to train a frontier coding agent model today, billions if you count the full pipeline. Combine that with the infra we're building out, the fact that you have multiple labs building similar scaled models, the industry-wide costs of training frontier models could easily surpass 10B/yr in 2027
Yes, when he made that claim back in 2024 they were spending like $100M to train a model.
Their CEO claims a lot of wild shit. He claimed in January this year, that in about 2-3 weeks from this moment, i.e. "in 6 months" that AI will be doing all of SWE work. Lets hold these people accountable for a change!
> "in 6 months" that AI will be doing all of SWE work
I assume this is the quote you're referring to from Davos?
"I have engineers within Anthropic who say I don’t write any code anymore. I just let the model write the code, I edit it. I do the things around it… we might be six to twelve months away from when the model is doing most, maybe all of what SWEs do end to end."
that was in Jan, he said "might" and he said 6-12 months. Yes! Let's hold him accountable for saying reasonable things!
Reasonable things? He said the same shit over and over over the last several years. Yes, lets hold him accountable - you don't make such "oopsies" accidentally, several times in a row.
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I work in big tech and probably 90% of code over the last month has been written by AI. And I suspect it's probably higher within Anthropic, which is probably what he's basing his opinion on.
So, he's closer to correct than not.
That said, your recollection is also flawed. It was in mid-March, and here's the relevant quotes:
>I think we’ll be there in three to six months—where AI is writing 90 percent of the code. And then in twelve months, we may be in a world where AI is writing essentially all of the code.
[...]
>But the programmer still needs to specify, you know, what are—what are the conditions of what you’re doing, what—you know, what is the overall app you’re trying to make, what’s the overall design decision? How do we collaborate with other code that’s been written? You know, how do we have some common sense on whether this is a secure design or an insecure design?
[...]
>So as long as there are these small pieces that a programmer, a human programmer, needs to do, the AI isn’t good at, I think human productivity will actually be enhanced. But on the other hand, I think that eventually all those little islands will get picked off by AI systems.
With another 3-4 months left on the clock, his prediction seems remarkably on point for at least certain organizations and domains.
I welcome you to also hold yourself accountable in the coming months if this trend continues. ;)
> And I suspect it's probably higher within Anthropic
That probably explains why their uptime and reliability are so bad.
Written, but was it reviewed? Do you need to edit code written by LLM?
I agree that most of the things are written by AI but writting code was never the bottleneck in big tech.
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> I welcome you to also hold yourself accountable in the coming months if this trend continues. ;)
My company did not swallow hundreds of billions in shady investment deals and is not publicly traded. We work with real money, and the revenue on our books is the revenue that is actually booked, not fake revenue we plan in 2 years time to maybe happen. So no, I am not going to hold myself accountable. But people who work with other people's money should be absolutely held accountable when their wild imaginations don't come true, repeatedly, quarter after quarter, year after year!
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Elon playbook