Don't you forget about India and Latinamerica... No way I see companies paying that much for outsourced employees

One could hire a competent developer here in Brazil for that amount. I know because my workplace has hired competent developers for that amount. You can even call them senior developers, but you can't get "non-startup seniors" with actual experience, those expect a bit more.

I just wanted to take their number at face value. It's not like it needs more real information to make AI a bubble.

About 30 million software developers. At least that's what a quick web search says.

I think maybe he meant specifically for software engineers?

> Putting the total addressable market at around 67T if all of us spend USD 1.5k on tokens every month

However, that's an absurd scenario.

Congrats, you're hired at Anthropic.

well, you couldn't justify the cost if you still employed all 3.7B

I don't think it's a bold assumption, but I also don't think the assumption would lead to the conclusion.

1. Why it's not a bold assumption: it's a bit shocking now. But in two years or so, many/most companies will realize this is the cost of doing business. Just like people are ok with using Outlook, or Office 365, or (in the case of Wall Street) Bloomberg terminals, people will realize that developers will need AI coding assistants.

2. Why the conclusion does not follow from the assumption: if the limit is set at $1500/developer/month, it does not mean all developers will use it. Companies will set incentives for people to not be very wasteful. It is more likely that on average developers will consume $100-200 worth of tokens per month, and there will be some outliers who will consume 10, 100, or 1000 times as much, but they'll be few.