[simonw]

I expect everyone understood that.

The obvious second effect is that if you have a leaderboard people will compete to top it, by running dumb loops or whatever.

That impacts how much you can learn, and costs you more money than you wanted to spend.

[mholm]

The excessive spending was part of the point. The market is watching AI spend very closely. AI spend is a proxy for AI absorption. Expanding your MS contract to include Copilot for your rank and file doesn't move the meter much. Letting your engineers run up 100k/month shows extreme absorption. The share price increase potentially pays for the entire token bill once Wall Street goes through your earnings.

[satvikpendem]

Not everyone did understand that, you'll see some comments expressing that they've never heard that perspective before, interestingly enough. But yes Goodhart's Law applies.