undefined

points

[-]

$200/mo for 20x Max is great value - but it's not sustainable and won't last forever. Microsoft gave up. Anthropic will too. I use roughly $10k/mo - at that price it's absolutely not worth it.

I'm genuinely not sure where the balancing point even is.

by arizen17 hours ago|

parent|

[-]

Probably increasing learning rate have some value for these players which is enabled by subsidized usage.

And cost of acquiring learning via users feedback versus additional learning data value for a given company will dictate whether such company will give up or will continue subsidized usage, despite being unprofitable on the paper, but probably really valuable as a long term strategy for GTM and product development and increased learning rates.

by bko20 hours ago|

prev|

[-]

> Claude and OAI are not valued at $1T because of their harnesses

They're valued at that because they add a lot of value and people pay for the product. The product is more than the LLM. If you want argue the value of the harness vs LLM but flippant remark adds nothing.

> Enterprise excel is like $50 a month, the closed source labs charge orders of magnitude more than that per user per month for enterprise, and want to charge more if they can to maintain their valuation. I spent $20 in an afternoon yesterday using my work plan for one workflow for reference, I probably spend at least $50 a day and I don't even do that much coding anymore.

I want to know what percent of their revenue is this API spend compared to just a Claude/Codex max plan that's $200/m and very generous.

by svachalek19 hours ago|

parent|

[-]

I'd imagine it has to be immense. Most of the engineers I know are spending $200/day, let's say 20 workdays per month, $4000/mo. Whatever % of revenue it is, it's got to be close to 100% of profit.

by hungryhobbit16 hours ago|

parent|

[-]

Who is paying $200/day? My company has me on a $30/month plan (I assume they pay annually?). I use Claude constantly and only hit usage limits when I try to do 4+ projects at once.

I can't imagine why anyone would need almost 7x that.

by arrowleaf16 hours ago|

parent|

[-]

If your company is a certain size or cares about ZDR, you need to be on an Enterprise plan which is API pricing. $300/day here on average.

by pimeys15 hours ago|

parent|

prev|

[-]

Depending on the harness, $200/session can be common. Thanks for harnesses like maki the cost is lower compared to OpenCode or Cursor.

But $200/day is very common in the business. The monthly plans are just a trial version of what's going to come for all of us. That's why I am very carefully looking into the open models today.