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>have to be roughly twice the size they are today, and then double again basically every year until 2029 or 2030.

Anthropic is growing way faster than doubling yearly so don't think this is entirely implausible

I asked around my network recently - in the last month or two basically every large company has put in spending limits per engineer. Curious what their S1 will look like when they go public.

In the long run I’d say the real question is how much of the labour market you can displace rather than looking at tool spend

That’s really the only way the math works - outright displacement of labour

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