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No, it doesn't cost Anthropic $5k per Claude Code user(martinalderson.com)
401 points by jnord | 292 comments
Blog post by Martin Alderson rebutting a Forbes claim that Anthropic's $200/month Claude Code Max plan consumes $5,000 in compute per user.
xAI is looking more like a datacentre REIT than a frontier lab(martinalderson.com)
658 points by martinald | 507 comments
Blog post by Martin Alderson arguing xAI's capacity deals with Anthropic and Google make it resemble a datacentre REIT more than a frontier AI lab.






