赢家和输家:如果你想要一些技术中最有利可图的整套报酬方案,AI就是行业的内在,这不是秘密。 Anthropic修改后的S-1备案文件完美地说明了这一点,揭示的人事费用最近平均每名雇员每月超过10万美元。
显示公司发现,Anthropic公司在7月至9月期间记录了超过17亿美元的人事开支。 该公司有5 300人工作,在三个月内每人工作322,000多美元,或每个雇员每月约107,300美元。
这些费用包括标准现金薪金以及奖金、福利和雇主工资税。 最大份额11亿美元来自Anthropic的股票补偿支出,这反映了公司股票员工作为工资的一部分赚取的价值。 Anthropic将这一价值记录为一项支出,尽管雇员没有收到同等数额的现金。
正如这些数字所显示的那样,工资支出占Anthropic收入的比例要小得多。 2023年,Claude制造者从客户运来的人员花费比它多一倍多。 在2026年的前9个月,人事费用达到48亿美元,约占同期报告的收入Anthropic的332亿美元的15%.
公开会很快改变事情 Anthropic已经申请了有史以来最大的IPO 其一些受限的股权单位有两种条件:员工必须在公司工作一段时间,必须进行IPO等活动。
如果Anthropic在2026年9月30日完成了IPO,那么称本会记录到当天对限量库存单位的82亿美元库存补偿费。 这一单项收费将超过2026年头九个月所报告的48.6亿Anthropic的人事开支。 该公司根据其修正的备案文件,预计在大约两年的加权平均期间内,还将确认这些裁决的费用241亿美元。
Anthropic在AI业务中有一些资金充足的竞争。 去年,OpenAI老板Sam Altman声称Meta曾提供部分员工1亿美元签约奖金用于跳船。 Anthropic自2024年末以来已设法使其劳动力增长了五倍,虽然这仍然使得其员工人数不到Meta的十分之一,而Meta的薪水约为67000人。
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Winners & losers: It's no secret that if you want some of the most lucrative compensation packages in tech, AI is the industry to be in. That's been perfectly illustrated by Anthropic's amended S-1 filing, which reveals its personnel costs recently averaged over $100,000 per employee per month.
The filing, spotted by Business Insider, shows that Anthropic recorded more than $1.7 billion in personnel expenses from July through to September. With 5,300 people working at the company, that works out at over $322,000 per person over the three-month span, or about $107,300 per employee per month.
Those costs include standard cash salaries along with bonuses, benefits, and employer payroll taxes. The largest share, $1.1 billion, came from Anthropic's stock-based compensation expenses, which reflect the value of company shares employees earn as part of their pay. Anthropic records that value as an expense even though employees don't receive the equivalent amount in cash.
As eye-watering as those figures sound, the wage bill takes up a much smaller slice of Anthropic's revenue than it once did. In 2023, the Claude maker spent more than twice as much on personnel as it brought in from customers. In the first nine months of 2026, personnel costs reached $4.8 billion, or about 15% of the $33.2 billion in revenue Anthropic reported for the same period.
Going public could change things pretty quickly. Anthropic has filed for what could be the biggest IPO ever. Some of its restricted stock units come with two conditions: employees have to work at the company for a certain length of time, and an event such as an IPO has to take place.
Had Anthropic completed its IPO on September 30, 2026, it says it would have recorded an $8.2 billion stock-based compensation charge that day for restricted stock units. That single charge would have exceeded the $4.86 billion Anthropic reported in personnel expenses for the first nine months of 2026. The company expected to recognize another $24.1 billion in expense for those awards over a weighted-average period of about two years, according to its amended filing.
Anthropic has some well-funded competition in the AI business. Last year, OpenAI boss Sam Altman claimed Meta had offered some of his employees $100 million signing bonuses to jump ship. Anthropic has managed to grow its workforce fivefold since the end of 2024, though that still leaves it with fewer than a tenth as many employees as Meta, which has around 67,000 people on its payroll.
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