But AI companies would want more engineers generating more tokens.
In this case, Anthropic would want 100 SWEs generating 100,000/mo of revenue. Replacing the very headcount that is responsible for token usage would hurt company growth.
Not to mention what happens when companies start doing this recursively. 100 SWE -> 10 SWE, 100 slack/gmail/notion/etc. subscriptions become 10.
10 SWEs running Claude Code generating 400mn tokens/mo = 400mn * $25/mn = $10,000/mo of revenue for Anthropic
If AI can make 10 engineers a productive as 100, then AI companies bank at least the same revenue.