4 sources healthy · latest episode 9 Nov 2026
prediction claim

Comparing token spending with labor spending may not apply to physical businesses until capable robots are available.

Unresolved speaker · Deep Dive: Anthropic S-1 Myths and Mythos — Jamin Ball, Altimeter · 7 Nov 2026

In their words

The transcript segments this claim was taken from

“And so, like if you're a physical business, fine, that's like until we have good robots, then that's not, that's not gonna happen. But what are you spending on knowledge worker humans?”
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