[vikramkr]

The tokens served number might include cache tokens which are a huge chunk of agentic token spend - and even with that the estimated burn rate for anthropic doesn't seem wildly off? They spend 1.25 bn per month on their deal with SpaceX alone.

They definitely cache results - I've searched and re-searched an identical query back to back a few times and seen identical results from overview. They are definitely throwing a stupid amount of compute towards these ai results nobody is paying for - changing punctuation and stuff does get you a different response - but they're not doing no caching.

Certainly what they're doing with their infrastructure is impressive but it's not super meaningful at the end of the day for a for profit company to be really impressively good at burning tens of billion dollars on a service nobody pays for while the same tech from their competitors is quickly becoming one of the largest spend categories for many software engineering teams