Harry Stebbings

The more I hear this, the more I question it, because I think that we dramatically overestimate how important frontier models are to do quite basic work.

The more I hear this, the more I question it, because I think that we dramatically overestimate how important frontier models are to do quite basic work.

What does it mean for the value of OpenAI and Anthropic if model is not the product and it becomes a utility, something you can switch into and switch out of?

What does it mean for the value of OpenAI and Anthropic if model is not the product and it becomes a utility, something you can switch into and switch out of?

I do just want to focus in on a specific element there when you were saying, like, the power users.

I do just want to focus in on a specific element there when you were saying, like, the power users.

Because I think one of the core numbers is actually Mark Benioff said they spent $300 million on Anthropic, which works out to be about $300 million.

Because I think one of the core numbers is actually Mark Benioff said they spent $300 million on Anthropic, which works out to be about $300 million.

So it works out to be, that was on developers within Salesforce, so it's about 3.8% of developer salaries.

So it works out to be, that was on developers within Salesforce, so it's about 3.8% of developer salaries.

What percent of developer salaries do you think will be spent on tokens in 24 months' time?

What percent of developer salaries do you think will be spent on tokens in 24 months' time?

Because that fundamentally changes the value of Open Air and Anthropic.

Because that fundamentally changes the value of Open Air and Anthropic.

If it stays at 3.8%, they will not be $5 trillion companies.

If it stays at 3.8%, they will not be $5 trillion companies.

But if it's 100%, like Brandon at McCore said it will be in a year, they'll be $10 trillion companies.

But if it's 100%, like Brandon at McCore said it will be in a year, they'll be $10 trillion companies.

If I push you on developer salary spend, what percent of token spend as a portion of salary do you think we'll see in 24 months?

If I push you on developer salary spend, what percent of token spend as a portion of salary do you think we'll see in 24 months?