Comment by pavlov
9 hours ago
They must be looking at the revenue Claude Code is making on Mac and thinking “Why aren’t we getting 30% of that?”
Wouldn’t be surprised if macOS starts locking down CLI tools towards an App Store model too.
9 hours ago
They must be looking at the revenue Claude Code is making on Mac and thinking “Why aren’t we getting 30% of that?”
Wouldn’t be surprised if macOS starts locking down CLI tools towards an App Store model too.
> Wouldn’t be surprised if macOS starts locking down CLI tools towards an App Store model too.
The day that happens is the day Apple sees a mass exodus of developers to Linux, I don't think they'd be that stupid. They enjoy enough goodwill right now as the platform of choice (vs. Windows for those that don't want to run desktop Linux), I can't imagine they'd casually just throw that away.
Developers are a tricky market for this because they could realistically move to different platforms if stuff like this started to happen. Or at least work on remote machines.
If gaming on Macs ever became popular though this would be a real risk.
Apple fans on the other hand are not a tricky market. They swallow whatever Apple gives them.
It doesn't matter if they are developers or not.
I'm not sure Claude Code is making enough for Apple to take notice & drastically alter their CLI like that? CC has 100-150k users across all platforms, paying $200-1200/yr each. Even if every developer is on the top tier Max plan, and on MacOS, that's $180mn in revenue at Anthropic. So even in the most optimistic scenario, that's only ~$50mn revenue for Apple at a 30% take.
That pales in comparison to the hardware & subscription revenues Apple brings in by being a dev-friendly OS.
Source for the numbers? I am asking since Anthropic's revenue is 5+ billions, I'm guessing it's mostly from developers.
There is a $2400 plan as well.
Claude code reached $1B in six months in early Dec and given what I am seeing on ground, I wouldn't be surprised if just in last 2 months after that their revenue grew by double.
[1]: https://www.anthropic.com/news/anthropic-acquires-bun-as-cla...
Presumably if you buy an AI subscription through an iOS app you also have to pay 30% Apple tax. Nice work for them.
It does work like that.
For me personally, I have used this method to spend my Apple gift cards purchased on a discount. Effectively I got a Claude subscription at 15% off. (You could argue this only works because OpenAI/Anthropic charge the same price across web/mobile, and I agree.)
So, as much as I despise Apple's business model, in some sense I have directly benefitted from it (other than stock price).