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3.4B in 4.5 months…is that all going to Anthropic? Makes it seem so with the wording and how they’re pivoting to Codex too

dmix 6mo ago
It's probably all AI spending, including them doing AI stuff for their products.
- gigatexal 6mo ago
  oh man uber is acquiring the company I work for [1] and we currently really like Claude ... but if Codex is better so be it. I just really, really, really like Claude Code as a front end. Guess I'll have to make it talk Codex instead. [1] it's public knowledge https://investor.uber.com/news-events/news/press-release-details/2026/Uber-to-Acquire-Global-Chauffeur-Service-Leader-Blacklane/default.aspx https://investor.uber.com/news-events/news/press-release-det...
  - syntaxing 6mo ago
    Curious how it works in other countries, do employees get a portion of the payout?
    - gigatexal 6mo ago
      We have virtual shares that vest on sale. I won’t be rich. Enough to take a nice trip to Mallorca after taxes.
3eb7988a1663 6mo ago
If it is anything like my company, sign enormous deals to AI startups that have existed for 8 months, and do little more than provider wrappers around someone else's model. Then hire three different firms that do the same thing because each division has to prove how much more AI they are than the others. Have a handful of internal engineers who have no idea what they are doing, but get approval to build and run an internal B200 server farm. Ensure any big jobs are done through some kind of white-glove offering from Amazon/Azure that removes complexity, but charges astronomical rates.
feedtheclank 6mo ago
"My delivery service CEO told me the AI keep eating his tokens so I asked how many tokens he has and he said he just goes to the token shop and gets a new batch of tokens afterwards so I said it sounds like he’s just feeding tokens to the AI and then his laid off workers started crying."
happyopossum 6mo ago
That’s the entire R&D budget - the article is completely lacking in actual details, such as how much was spent on Ai

dmix 6mo ago

It's probably all AI spending, including them doing AI stuff for their products.

gigatexal 6mo ago
oh man uber is acquiring the company I work for [1] and we currently really like Claude ... but if Codex is better so be it. I just really, really, really like Claude Code as a front end. Guess I'll have to make it talk Codex instead. [1] it's public knowledge https://investor.uber.com/news-events/news/press-release-details/2026/Uber-to-Acquire-Global-Chauffeur-Service-Leader-Blacklane/default.aspx https://investor.uber.com/news-events/news/press-release-det...
- syntaxing 6mo ago
  Curious how it works in other countries, do employees get a portion of the payout?
  - gigatexal 6mo ago
    We have virtual shares that vest on sale. I won’t be rich. Enough to take a nice trip to Mallorca after taxes.

3eb7988a1663 6mo ago

If it is anything like my company, sign enormous deals to AI startups that have existed for 8 months, and do little more than provider wrappers around someone else's model. Then hire three different firms that do the same thing because each division has to prove how much more AI they are than the others. Have a handful of internal engineers who have no idea what they are doing, but get approval to build and run an internal B200 server farm. Ensure any big jobs are done through some kind of white-glove offering from Amazon/Azure that removes complexity, but charges astronomical rates.

feedtheclank 6mo ago

"My delivery service CEO told me the AI keep eating his tokens so I asked how many tokens he has and he said he just goes to the token shop and gets a new batch of tokens afterwards so I said it sounds like he’s just feeding tokens to the AI and then his laid off workers started crying."

happyopossum 6mo ago

That’s the entire R&D budget - the article is completely lacking in actual details, such as how much was spent on Ai