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But if we are to uncritically believe what the AI peddlers told us, that means this mystery company should be reaping $10 billion in additional revenue or quantifiable gains in productivity!
I feel like this is fake company and they are spreading this to cook the books.
If it isn't a fake company I'd be shocked. It's not like there's a whole lot of external accountability in the entire business model.
considering i read a good article about axios editors inside trading the iran war, this makes sense it appears axios is the source of this https://www.axios.com/2026/05/28/ai-spending-roi-enterprise-costs, article about axios https://www.salon.com/2026/05/09/axios-accused-of-market-manipulation-with-iran-reporting/
"Sorry Shareholders. We have $500M in bad debt to Anthropic. So now we're liquidating and your shares are worthless."
Cook the books by claiming $500 million in profits? That's a lot of tax money and a lot to risk over just keeping investors happy for a short amount of time.
When you owe Claude half a million, you've got a problem.
When you owe Claude half a billion, Anthropic has a problem
> Be a corporate executive
> Tell your employees to use more AI in their workflows
> Punish employees who don't use enough AI, while rewarding those who use it the most, irrespective of actual outcomes
> Be shocked when your company blows through an absurd amount of tokens in one month

Don't know why bosses are universally this out of touch in literally every single industry
The paradox of promotions based on performance in a previous roll is that you end up with incompetent managers unable to move upwards anymore.
Because this system rewards incompetence as long as it comes with dark triad traits and a heaping dose of nepotism.
I'm really jealous of these types of guys' ability to lie without feeling anything. If I lied like that, I'd be embarrassed because my words sounded like bullshit. How do they do it?
It's probably a lot easier when they have themselves fooled as hard as any other
See, I don't know! I used to think that too! But then I actually met some people like this, and a lot of them absolutely do not believe the shit they say! They're just really good at convincing other people that they do.
Well there's the dark triad in action
There's one person I knew who was an activist, who frequently weaponized leftist language in order to police or punish other people. Ie, accusing people of racism for ordering an Asian Chicken Salad at a fast food place, or for trying to learn Spanish at the community college, and she would phrase her criticisms in such a way that any complaint would make the other person seem wrong. I legitimately thought she was just mentally ill.
I found out later that she was trying to blackmail and defraud a local charity, and that's when our association ended. She has been banned form some community organizing spaces because she inserts herself into every single one of them.
People like that are much more common than you would think. It does a lot of damage to the leftists cause.
Maybe not the blackmailing charities part, that seems like an extreme example. But definitely weaponizing leftist jargon to punish people for any perceived slights while twisting language to make any pushback seem wrong.
and the RECORD profits after laying people off and says its due to AI increasing that profit, rinse repeat.
Just to make things clear: API access to most models is charged per input tokens + output tokens. It means that the longer your conversation is, the more you pay for every new answer. Single prompt with no context and 100 tokens of answer is cheap. Single prompt with 100k tokens of context and 100 tokens of answer is NOT cheap.
Extremely long conversations with most expensive top of the line models can absolutely demolish your budget.
does it give the full history to the LLM each time?
Last time I tried implementing something like this, it suggested to have a rolling window of history so that it takes into account your last X messages but not the entire conversation.
(I guess this is what ollama calls "context length"?)
You send the entire history for that conversation every time and likely more if its getting info from tools. If its not in the context the model dose not see it unless you have a memory system that dose something like feeding in summaries of past conversations that also takes up tokens and context. Rolling drops old messages to not reach context limits but you can lose important info or get odd results. If the history gets bigger than the context things break or slow way down.
Most agent harnesses do something called "compaction." For example, here's how Pi does compaction
does it give the full history to the LLM each time?
It's limited to the context size supported by given model. You can give the model 100k tokens of history but if it's configured for less, it will just truncate it before processing (usually by removing oldest tokens first)
There are 12 mentions of the "report" and yet not a single link to the source of any report.
Anecdotally, my job trained every office employee on AI tools back in March, encouraging everyone to think of ways to incorporate the tools into their standard work. As of last week, they're asking us to get prior authorization to use their AI portal as a way to limit requests.
So some Fortune 500s must be feeling the squeeze on AI.
Love to see reality setting in.
yep. everyone at mine was being praised for creating an agent that turned meetings into JSON and then the JSON into Asana tasks and the Asana tasks into a report and the report into an internal and external email and the email into a slack message and the slack messages and emails into weekly summary.
Burning thousands of credits for what could be replaced by...
listening
I created a PoC to have an event parse an employees emails, summarize them, then check the calendar and recommend meetings and follow up based on context. It ended up working okay, but it was such a waste of time. This was a C Suite employee that requested, who gets a high volume of junk email. Why would you want AI to (initially requested) auto create meetings for you? That sounds like my nightmare. In the end, it never hit prod thankfully, but, the dev work to get to where I did was awful. Developing AI agents is like guessing and checking until you get close enough. Debugging is brutal and the work is extremely uninspiring.
All that and you know for a fact no one's reading any of that crap. I hate that working as an adult involves working with spineless losers who would rather participate in this clown show than call it out, because being real gets you punished
Christ I am only realising now they probably see me asking copilot "why are you so shit" or "Just fuckoff, I'll do it myself". They pay for that.
I was put in a position to start building and deploying copilot agents in our company. I discovered in the first day how unprepared our environment was for anything copilot. The default state when you get licenses and an environment to work in, is the wild west. It's really bad and as is tradition, half cocked and rushed to market. I wrote out pages of notes of things we had to do as a company before even the most simple agents are created for security and governance. I never got the support to implement any changes, so I drug my feet as much as I could on anything I could. For 6 months I successfully never deployed any AI stuff and got out to do full stack dev instead. I created PoC agents, but with hard caveats that none of it was usable in the current state in prod.
Now prices are increasing and our drive to force agentic has softened a little company wide. I like to think that my semi malicious yet justified slow walking saved us a whole shit load of headache and expenses over the next couple of months as the new copilot pricing hits on June 1.
Now that they've poured zillions into it, they are starting to realize that they'll never get their return on that investment, so now they have to manage the draw down so it doesn't all crash.
At least some are recognizing it.
Hi, it’s partly my fault. You’re welcome. Boss said use more AI. Boss’s mistake was asking someone who would actually take him seriously, unlike all the koolaid chugs out there. Made a docker runtime harness that hooks up to Snowflake Cortex Code SDK for inference. Supports defining repeatable LLM tasks, scheduling them, lightly orchestrating them, network controls, saving results, ... It’s got support for custom skills, commands, chain prompting, sessions, … So now I can use Docker to schedule LLM jobs like motherfucking database pipelines. It can mediocrely do shit like research, planning, evaluations, … all defined through YAML configuration files.
Basically, I introduced scalability to the stack. Sweet malicious compliance. We’ll see what happens next, when everyone is actually empowered to use AI like the execs want. My prediction is an about-face.
Edit: sometimes the best way to win a fight is to show the referee that the rules don’t make any fucking sense. Sometimes the referee doesn’t speak English, though, so you have to show them via USD speak. Sometimes they have a hard time hearing too, so you have to let them taste the poison a little. Sometimes they get drunk off that little bit, so you then gotta throw them in the fucking pool and tell them to start swimming.
The 'report' is the first linked axios article, and the headline is just a bullet point in it
https://www.axios.com/2026/05/28/ai-spending-roi-enterprise-costs
An AI consultant tells Axios one of their clients recently spent half a billion dollars in a single month after failing to put usage limits on Claude licenses for employees.
article about axios https://www.salon.com/2026/05/09/axios-accused-of-market-manipulation-with-iran-reporting/
The problem, as indirectly noted in the article, is that they're using the white house as a source, which isn't reliable in the slightest anymore, and the article explicitly noted that the white house is using them for market manipulation.
Axios is a convenient punching bag for this administration's blatant insider trading and market manipulation. No wonder hacks like Greene and Kinzinger are blaming the messenger, and conveniently not going after the trump admin when they all have a common enemy.
In other news, company says unexpected expenses in its technology segment are driving layoffs and site closures. Company CEO said in an interview with Forbes, "There's no way we could have predicted this challenge. In service to our customers and our shareholders we're right sizing our operations and reevaluating our strategic priorities. We'll continue to focus on creating value while being a leader in our industry and accelerating AI adoption in everything we do."
Ugh that reads like it came from a random business sentence generator
By "random business sentence generator" do you mean a language model? 👀
"right sizing" is pretty offensive term, more like "exec incompetence"
...we're right sizing our operations and reevaluating our strategic priorities. We'll continue to focus on creating value while being a leader in our industry and accelerating AI adoption in everything we do.
That's a lot of words for the CFO to say none of the C-suite knows what they're doing and should be removed from their position for failing to meet shareholder objectives.
"there's no way we could of predicted the thing we were warned about"
"We're going to continue to push trash untill the shareholders are happy"
Then the end with its "Go fuck yourself, were pushing it all anyways"
Wow - if that quote is real, that is the most corpo-speak word salad bunch of nonsense I've ever read. It's got literally every big-biz exec and manager cliche in there, all strung together.
It's going to be delicious when we find out who it is...
What's funnier is that typically the AI providers lose money on every query their customers make. So, this may have cost some company $500m to Anthropic, but it cost Anthropic a whole lot more than that.
What a brilliant business model.
They make it up in volume.
(Volume being how loudly they shout about how it's going to change the world and dupe more people into investing.)
maybe they are planning ahead for the business model in a few years time, when nobody can do any work without claude, and they get to charge their preferred "monopoly enshittification" price?
Anthropic is projecting a half a billion dollars profit this quarter
Suuuuure they are. No accounting gimmicks at all! Just suddenly profitable via magic right before they go public.
Couple of months ago they made claude code use up so many tokens the 20 dollar plan doesn't really cut it for many. Especially with the 5 hour limits.
Plenty of people on reddit complaining they ran out of the 5 hour limit in half an hour on the 200 a month plan.
Anthropic doesn't tell you when the busy time pricing takes place or how much more it costs AFAIK. You just suddenly use up more of your token quota than the actual tokens the LLM put out.
So either they've reduced their load by a lot, or their income by a lot.
Oh and the bonus: Claude Code now defaults to Opus, which now has 1M context. Not difficult to rack up bills if you've allowed additional usage after running into the limits.
Opus is still the best model, but Anthropic is becoming the worst company to deal with, even OpenAI seems to be better now.
Anyway, Qwen and GLM are like 5-10x cheaper than Opus or GPT, so I suspect that the Americans are now also running a profit from inference. But as they enshittify, using the Chinese LLMs is starting to be a much better deal.
This is the yearly salary of 5,000 well paid employees…
Or since this was only in a month, 60000 employees for that same month.
But imagine having a software studio with 1000 skilled developers to work on a project for 5 years. I have several good game ideas I could have created in that time frame. Some might even have made money. Likely not half a billion dollars but still….
This just screams money laundering though.
Also the monthly Claude Teams Pro price for about 4 000 000 employees. Which I'm guessing perhaps they weren't using. If this company even exists.
I think a lot of SaaS companies love it when people accidentally overuse their services.
Then lays off half it's workforce to save costs and relies on AI to make up the difference.
That's the beauty of it - the $500 million they spent on AI already made up the difference. Their products and processes have ascended to perfection. As soon as the damn customers get their acts together and start buying in, everything will be fine. ( /Sarcasm and/or accurate portrayal of a CEO presentation to their shareholders happening right now.)
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