I’ve heard of a few cases of devs racking up bills fast, but it has typically been due to inefficient context usage. Like they just have one super long session with Opus 1M and are getting killed with input token costs and cache misses.
With careful context management and some thought into good approaches to problems, I have personally only rarely even hit $1k in regular use.
I'm guessing he's producing pretty valuable work. We have a few SMEs that vibe code tons of stuff with Claude. The only thing they really need tech for anymore is deployment and helping get their wheels unstuck on occasion.
Multiply this times many, many companies, and you can see how providing AI could theoretically be a good business to be in. Margins may be tight, though.
Also -- I'm convinced someone will figure out more use cases beyond software programming, which will result in many more companies spending $1k+ per employee per month.
It remains to be seen how much of this is a bubble.