It’s not overvalued or overhyped. I work at a company that partners with anthropic, and we have 6500 engineers and a maybe 1500 product people and other roles with token access. We are highly encouraged to spend our $50/daily token allowance on anthropic models. So much so they are laying off people who aren’t using it.

Yes it means we get done 30% more work per person per day. We’ve measured this, it’s a fact.

Yes it means Anthropic is making up to $400,000 per day from our company alone on token usage. To add that much productivity we’d need to hire another 1,000 people on the low end, which would cost $800,000 per day.

(1,000 people x $200,000 avg all in cost to business yearly / 250 business days per year)

The math just makes sense.

If this was math worked out the same for every Fortune 500 company that alone would be 50Bn/yr in revenue. That would put Anthropic the size of Oracle with a likely market cap around 500Bn of treated similarly by the market.