[bko]

300 employees, let's say average salary of 300k?

$90m in employee expenses so that's neglible.

Prob burning through 200% of revenue which I've seen elsewhere. But they also probably spend a fair amount training their own model. I don't think it's foundation model. But it's pretty fair to assume that $1bn revenue is about $2bn to Anthropic/GPT/Grok

[dcre]

This article claimed they had single-digit monthly cash burn in August, when they had over $500M ARR (so let's say $41M monthly) and 150 employees. If that is true, they are spending way less than 200% of revenue.

"Anysphere runs pretty lean with around 150 employees and has a single digit monthly cash burn, a source tells me."

https://www.newcomer.co/p/cursors-popularity-has-come-at-a

[david38]

$300k most def too high

[gtowey]

Doubt it. Especially when you realize the cost to the company for an employee is much more than just take-home salary. Healthcare, employer payroll taxes & such all add up. You could also argue wether deferred comp like stock options & RSUs are calculated as the cost. The employee's "comp package" often comes in at 2x or more of their base salary.

[swyx]

its higher