They're not pulling Claude from their research teams and software engineers (where the most IP resides), they're pulling it for productivity reasons from employees that they deem aren't benefitting from it (most people), or are just offshoring their work, its not paying itself off for most employees. Im sure leaking IP is a concern, but they can control that local/not. But yes Jane st has been building internal LLMs/agents for a while.

Old fashioned prediction modeling/ML is a much better use of your GPUs than generalist language models that are basically time-sheet fraud laundering tools.