> the overlap between lowest salary employees will work for and the highest salary employers will offer

There is still an element of unknown because both parties do not know each others numbers, which allows employees to still negotiate. You are now talking about information asymmetry where the party with the information will now have all the bargaining power.

When I went from working a $150K job to getting offers from Meta at $300K, the initial number they offered was $250K, and we worked upwards. I absolutely would’ve taken the job even if they offered $200K and not negotiated. But they did, based on information asymmetry. Now imagine a world where meta knows exactly how much I make and all the other information about me. I’d probably get a minor bump over my previous salary.

Edit: I ended up taking a different offer. I don’t work for and have never worked for Meta.

Also to cut through the headlines once again. What the article actually says:

> Federal data shows Oracle filed for 2,690 H-1B visas in fiscal year 2025 and 436 so far in fiscal year 2026, totaling over 3,100 visa requests.

There is no proof that these people were also not part of the layoffs. Typically in layoffs, until the day off the announcement, it’s just business as usual. Which means people keep getting hired and H1B petitions being filed. The article doesn’t say they filed these petitions AFTER the layoffs.

> healthier

Correct. As compared to other AI companies. Tangible product, specific market segment and stable user base.

But whether it is worth a trillion dollars (like some of the peers are pretending to be) is yet to be seen. A lot of companies are using Anthropic products, but whether the spend is worth it, is also yet to be seen. A more realistic end state for Anthropic would be that they’d enterprise customers, with limited but steady spend due to Anthropic finally having to stop subsidizing tokens and a valuation in around $200-350B.