Our VC-backed subscription days are numbered
Well, the time it takes to compress frontier intelligence down to DeepSeek V4.1 Flash costs (basically too cheap to meter) is dropping, and the differential between the two is also dropping...
So... who cares?
Lastly, I'd like to actually use it in the real world to see how far my plan goes or if its unusable.
Tibo said that the existing $200 subscriptions keep the 20x factor for a while.
Ultrafast would have been nice with the temporary "Pro 400" plan.
But $200 is likely the ceiling of what people will pay for a subscription with usage based on vibes.
$500 for the old $200 is definitely a fumble.
This is missing an important context. And I actually remember this well, because I was saying that too. And the reason I was saying is that $200 plan didn't come with API usage, it was a chat plan.
It made no sense up until they started including API usage. Just as $500 makes no sense now.
> costs going to 10% of white collar income.
There's a permanent and ever lowering ceiling maintained by open weight models. It makes no sense to justify paying 10% of income permanently for something that will get you unlimited local inference for a 6 month subscription cost.
Now you can use it in coding harnesses that call the API.
Long term, this only works if you have a non-commodity, and if the higher tier is actually more profitable. We'll eventually learn whether both are true. For OpenAI right now, it's probably enough to just increase revenue, even if the higher tier is even less profitable.
Now, as it's linear, it makes much more sense to downgrade to 100$ OAI and pick up a 100$ Claude sub. (without doing the numbers) the usage should remain the same, total paid the same, but having access to best of both worlds. It should be a win for the user, and a loss for OAI.
With this in mind, it sounds like a fumble by OAI.
That they are expensive and climbing doesn't negate my point if the cost of the subscription over how long you plan to keep it is equally or more expensive than the GPUs. You can put together dual 5060 Ti or 5070 Ti systems to run local LLMs too. You don't need to splurge on a 5090. That's a bad option at this point.
I've messed around with Qwen3.6-27B but I'm not sure if it could yet even replace Luna for me.
I can justify $200/mo but more than double is not appealing to me.
Basically OpenAI aligned with Anthropic on the weekly usage with the caveat that OpenAI doesn't have a 5h limit.
I think this is still true provided you're not using Astra.
You have to do a lot of things in parallel.
Come on .. this is barely released and you can already make that assessment?
And no, the $200 Anthropic plan is not significantly better than the $200 OpenAI plan, it's just the same Marketing non-sense and anybody shall now rather stick to the $100 plan of both of these provider if the monthly budget is $200. Anthropic doesn't have a Luna Max equivalent, and frankly Sol 6.1 is yet to be thoroughly tested.
Yes, he was talking about safety, but IMHO they're likely already IMHO pushing the boundaries of cartel type behaviour. And they will use safety as the cover to make it happen.
I suspect we'll see serious price fixing and the DOJ do nothing about it because of the inroads these people have with the Trump regime.
Whether that survives contact with Chinese open weight models is hard to say.
Might want to hold off on canceling and continue to bleed them dry until the nerf hits
The only way is for prices to go up. Way up.