tech

Jon Keegan9/16/25

Anthropic data: Businesses are using Claude to automate rather than collaborate

Fresh on the heels of a revealing ChatGPT usage research paper from OpenAI, rival AI startup Anthropic released its own detailed look at how consumers and businesses are using its Claude AI chatbot.

While OpenAI’s study analyzed only end users of its ChatGPT chatbot, the Anthropic Economic Index report includes how businesses are using Claude via its API (application programming interface).

In a worrying sign of how AI might replace whole categories of human labor, Anthropic found that 77% of businesses using Claude were automating whole jobs away rather than collaborating with humans while they do their jobs.

The number of Claude users overall is tiny compared to ChatGPT, but its users do way more coding with the tool than with OpenAI’s chatbot.

The report also breaks down Claude usage by geography, showing that in the US, Washington, DC, has the highest Claude usage per capita, where the top tasks were document editing, gathering information, and job applications.

Anthropic Finds Businesses Are Mainly Using AI to Automate Work

Anthropic Finds Businesses Are Mainly Using AI to Automate Work

In a worrying sign of how AI might replace whole categories of human labor, Anthropic found that 77% of businesses using Claude were automating whole jobs away rather than collaborating with humans while they do their jobs.

The number of Claude users overall is tiny compared to ChatGPT, but its users do way more coding with the tool than with OpenAI’s chatbot.

The report also breaks down Claude usage by geography, showing that in the US, Washington, DC, has the highest Claude usage per capita, where the top tasks were document editing, gathering information, and job applications.

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Meta reportedly expands Hyperion data center site, purchasing an additional 1,400 acres

Construction is humming along on at Meta’s gargantuan Hyperion data center in Richland Parish, Louisiana.

And Meta is seemingly already moving ahead with plans to greatly expand the site.

A new report from Forbes revealed that Meta has purchased an additional 1,400 acres adjacent to the construction site, increasing the overall size of the project by 62%. The massive size of the site is nearly 5 miles long and 1 mile wide.

Meta CEO Mark Zuckerberg has said that the site “will be able to scale up to 5GW over several years.”

Meta is quietly expanding its $10 billion Hyperion AI data center, now sprawling to four times the size of Manhattan’s Central Park | Fortune

Meta is quietly expanding its $10 billion Hyperion AI data center, now sprawling to four times the size of Manhattan’s Central Park | Fortune

Meta CEO Mark Zuckerberg has said that the site “will be able to scale up to 5GW over several years.”

Tesla has been quoting the price of its long-awaited long-range Semi truck at $290,000, Electrek reports. The $290,000 price point represents a significant increase from the original $180,000, roughly 60% higher. However, it’s still well below the industry average for Class 8 electric semi trucks. California Air Resources Board data shows that the average cost of a zero-emission Class 8 truck was $435,000 in 2024, meaning Tesla is undercutting competitors by about $145,000.

On its last earnings call, Tesla said it would start production on the “designed for autonomy” electric commercial truck this year.

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Report: OpenAI shuttering 4o model due to sycophancy that was hard to control

This week, OpenAI plans to permanently remove its 4o model from ChatGPT.

The model has developed an unusually devoted group of users. But it also has been criticized for being overly sycophantic and allegedly may have led to a series of dangerous outcomes for its users, including suicide, murder, and mental health crises.

The Wall Street Journal reports that OpenAI’s decision to shutter 4o stems from the fact that the company was not able to successfully mitigate these potentially dangerous outcomes, and wanted to move users to safer models. Thirteen lawsuits against OpenAI alleging harm from the use of ChatGPT have been consolidated into one case by a California judge, according to the report. At least some of them are tied to users of the 4o model.

The company says only 0.1% of ChatGPT users still choose to use the model, but with 800 million weekly users, that’s still a lot of people.

Fans of the 4o model are decrying the deprecation of the model, citing its unique ability to offer affirmation and support.

The decision to get rid of 4o illustrates the strange new world of moderation that AI companies must now figure out.

Inside OpenAI’s Decision to Kill the AI Model That People Loved Too Much

Inside OpenAI’s Decision to Kill the AI Model That People Loved Too Much

The Wall Street Journal reports that OpenAI’s decision to shutter 4o stems from the fact that the company was not able to successfully mitigate these potentially dangerous outcomes, and wanted to move users to safer models. Thirteen lawsuits against OpenAI alleging harm from the use of ChatGPT have been consolidated into one case by a California judge, according to the report. At least some of them are tied to users of the 4o model.

The company says only 0.1% of ChatGPT users still choose to use the model, but with 800 million weekly users, that’s still a lot of people.

Fans of the 4o model are decrying the deprecation of the model, citing its unique ability to offer affirmation and support.

The decision to get rid of 4o illustrates the strange new world of moderation that AI companies must now figure out.

tech

Morgan Stanley says solar manufacturing could add as much as $50 billion in value to Tesla

Tesla’s recently reported move into solar manufacturing could add $25 billion to $50 billion in value to the company’s energy business, Morgan Stanley writes.

The bank currently values the energy business at $140 billion, so an increase of as much as $50 billion isn’t anything to sneeze at, though it’s also a drop in the bucket of Tesla’s gargantuan $1.3 trillion market cap, or the $1 trillion opportunity Wedbush Securities analyst Dan Ives thinks is packed into Tesla’s AI and autonomy efforts.

Reporting on Tesla’s solar ambitions knocked First Solar shares lower last week. But Morgan Stanley writes that Tesla is unlikely to compete directly with the country’s leading photovoltaic panel maker, instead pairing it with its fast-growing energy business and using much of that production internally. Rather than adding solar panels to an already glutted global market, Tesla could use them internally to avoid supply chain bottlenecks and meet its own growing power demands.

The bank expects Tesla to vertically integrate its solar capacity to meet data center demand, including for data centers in space. (As we’ve noted, the mission of Elon Musk’s SpaceX has been seeming very similar to Tesla’s these days.)

“We believe the decision to allocate capital to adding solar capacity may be justified by the value creation and growth opportunities that having a vertically integrated solar + energy storage business can yield,” the Morgan Stanley note reads.

Notably, Morgan Stanley estimates the solar panel endeavor will cost Tesla $30 billion to $70 billion — a sum that Tesla didn’t include as part of its doubled $20 billion-plus capex plan this year.

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