The Brutal Math of Scaling AI
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Episode 49 unpacks a week where three companies answered the same question in three different ways: what does AI actually cost, and who pays for it. Anthropic shipped Claude Sonnet 5 at $2 per million input tokens, close to flagship Opus 4.8 quality, betting most work doesn't need the expensive model to get expensive-model results. Meta started renting out its spare AI compute as a new business called Meta Compute, chasing the same cloud dollars as AWS and Google. Tesla went the other way, capping employee AI tool spending at $200 a week months after ranking engineers by how many tokens they burned.
What's Covered
* Anthropic's Claude Sonnet 5 launch and its near-Opus pricing bet
* Meta Compute: turning spare AI infrastructure into a product
* Tesla's $200-a-week cap on employee AI tool spending, and the Grok exception
Sources
* MacRumors: Anthropic releases Claude Sonnet 5
* TechCrunch: Meta, like SpaceX, looks to turn excess AI compute into cash
* Electrek: Tesla caps employee AI spending at $200/week
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