ATC quote · Oct 26, 2026 · 0:46:59
“Yeah. I mean, go ahead, guys. I mean, like, again, there's a lot of metrics that go into this. I've been through this, on two occasions after, being acquired by a couple of large corporations. You…”
Ryan @Rlad1776 (speaker unconfirmed)
From ATC: Anthropic IPO + Current State of SI (part 1, cut off), Oct 26, 2026 · Episode page

In context
0:46:02 NatNat @Natnatx007 (speaker unconfirmed): Yeah. I think this is all very interesting because it looks like the the the reallocation is going to be towards, data centers and, obviously, AI applications. But it... You're right. 60,000 is a big number, and it's 27% of their, over 200,000 work... I don't I don't see this stopping with Microsoft, so I could see a whole bunch of, other companies doing the same thing. Because as AI spend starts to get really…
0:46:59 Ryan @Rlad1776 (speaker unconfirmed): Yeah. I mean, go ahead, guys. I mean, like, again, there's a lot of metrics that go into this. I've been through this, on two occasions after, being acquired by a couple of large corporations. You know, McKinsey comes in. They say, hey. You can do this, this, and this. Pay us, you know, $75,000,000, and we'll tell you how to be way awesomer. Yeah. You get it, Moni.
0:47:29 Ryan @Rlad1776 (speaker unconfirmed): You know, you've got, there's a sick... Or there's 18 levels between the customer and the CEO. Like, that needs to be flattened down to five. Right? So may buy out a whole bunch of people and whatever. But if there's 60,000 employees, my suspicion is it's probably a lot of the...
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