Comment by parliament32

2 days ago

> let's sell a loss leader

> oh no, people are actually buying the loss leader

I'm looking forward to the upcoming reckoning when all these AI companies start actually charging users what the services cost.

I see zero reason to believe the $200 subscription is losing money. Anthropic makes subscriptions cheaper because 1. Most users dont use all their allocated tokens 2. subscriptions create a lock in effect, even if its a weak one 3. Easier to raise money when you can point to your ARR from subscriptions 4. Lowering revenue variance month to month is very valuable for businesses