R&D dollars aren't exogenous: Anthropic's compute increasingly flows to internal AI agents
austinc3301 · x · 2026-11-11
Pushing back on ramez's skepticism about 2x AI acceleration, austinc3301 argues the R&D dollars in the AECI-per-dollar analysis aren't exogenous: a growing share of Anthropic's compute spending likely goes to AI agents doing internal R&D, so any acceleration shows up as increased spending.
The real question, he says, is whether Anthropic could have absorbed 5x/year spending growth at constant returns without AI labor.
More from AGI Musings
- 'Schools teach knowing, not thinking—and AI teaches neither': a logical thinking course's opening slide — annetgriffin · 2026-11-11
- Two influential accounts urge reading Bao Thien To's essay on AI in creative practice — round · 2026-11-11
- Prompt engineering: the fleeting profession created by AI, then swallowed by it — SuB8u · 2026-11-11
- Chess has 1000x human skill gaps; object detection doesn't—and that explains AI progress — anpaure · 2026-11-11
- Forward deployed engineer jobs up 361%, front-end down 51% in one year — lennysan · 2026-11-11
- AI safety now draws teen savants; practitioner argues against dropping out of college — austinc3301 · 2026-11-11